AF7 Revision Day 2

This revision course is brought to you by Tom Ryan, the Professional Qualifications Officer of the PFS for the Manchester Region, and the Manchester and Preston Insurance Institutes. The full day course is designed to build on existing skills and knowledge, to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. AF7 Pensions transfers brings you up-to-date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops your advice skills across a range of client circumstances and scenarios.

Trainer: Tom Ryan, FPFS

Address: Sanlam Wealth, 87 Watling Street Road, Fulwood, Preston, PR2 8BJ

Cost: £100 including lunch and refreshments - please state any dietary requirments on booking.

Booking: Please book directly with Tom on thecomplianceman@yahoo.co.uk

Trainer Biography
Tom has worked at Astute since March 2015, as the business development and compliance manager. Tom previously worked for the group that owned one of the largest SIPP providers in the UK, as a compliance and training manager, a role he held for 16 years. Tom also serves on the regional Personal Finance Society committee and has done so for the last 21 years. He is currently the professional qualifications officer for the region. Tom is a Certified Financial Planner, and has worked in this profession since the late 80s.

Refreshments: Tea coffee on arrival and during morning and afternoon breaks; buffet lunch served.

Booking Terms
The course must receive a minimum number of 6 registrations to run. Registrations followed by non-attendance will incur the full charge as advertised to cover costs, unless 3 working days notice is given by email to thecomplianceman@yahoo.co.uk you will receive confirmation of your cancellation. By proceeding with the registration you agree to these terms and conditions. You will be invoiced directly by Tom.