R08 Pensions Update Revsion Course (PM)

Barnett Waddingham Offices
Wednesday, 21 October 2015
1:00 pm – 5:00 pm (UK time)

R08 Revision Course The Insurance Institute of Liverpool is happy to announce that they will be running an R08 revision course; designed to bring you right up to date with the pension flexibility rules in 2015/16 and how they apply within the new CII R08 Pension bridging exam syllabus for 2015/16. This tutorial workshop focuses on the technical essentials, designed to be easily digested and a one-stop reference point for everything R08....before you sit the exam. The objective of each module is to provide you with the essential learning material in a format which is easy to understand and quickly understood. The workbook and online quiz allows you to practice your skills of application and apply your new learning.

Learning objectives: At the end of this event delegates will be able to identify:

- The key eligibility conditions and rules for each BCE

- BCE implications within the context of specific case studies and client examples

- BCE rules to develop pension solutions and mitigate any excess tax charges in the context of complex pension case studies

- HMRC reporting requirements of pension members and providers - State pension reforms from 2016.

The course will be delivered by John Reynolds who is widely acknowledged as a leading tutor in CII pension exams and regularly delivers successful AF exam tutorial workshops for PFS regions throughout the UK. He also offers training for R0 and AF exams from the Bathgate HQ of expertpensions.co.uk

£10 for CII/PFS/Financial Liverpool members

£20 for non-members

  • Barnett Waddingham Offices
  • Port of Liverpool Building, Pier Head
  • Liverpool
  • L3 1BW
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.