Pension Transfers

The Insurance Institute of Perth & Dundee is happy to announce that their next technical event will be entitled ‘Pension Transfers’.

Will we now see an “end to end” process on pension transfers with one adviser to one client and does this mean the last of outsourcing pension transfer advice?

Join John Reynolds a Learning and Development Consultant with Expert Pensions in learning more on pension transfers.

This subject will be of particular relevance to PFS members and will cover, at a technical level, FCA Consultation CP17/16 which relates to advising on pension transfers. Which is essential knowledge for PFS members sitting CII exam AF7.

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

• The new pension transfer process in light of updated FCA consultation (CP17/16)

• Achieving successful outcomes for clients and advisers

• The new CII pension transfer certificate.

Dubbed by friends and colleagues “The Pensions Professor”, John Reynolds is widely acknowledged as one of the country’s leading experts in the financial services education sector. He has spent 20 years teaching, consulting, mentoring and writing on the subjects of pensions and investments.

John’s unique ability to take his years of experience and technical knowledge and present it in an easy to understand format, has resulted in his talents being very much in demand. His portfolio of corporate clients include CII, Lloyds, Scottish Widows, Santander and Wesleyan; as well as numerous IFA clients whom he provides technical consultancy, mentoring and training on client case studies and staff training.