AF7 Revision Day 28.09

Astute Pensions
Friday, 28 September 2018
9:30 am – 4:00 pm (UK time)

This revision course is brought to you with Astute Pensions and the Insurance Institute of Preston & Blackpool. 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, APFS of Astute Pensions

Cost: £200+VAT including lunch and refreshments

Booking: Please book directly with Astute Pensions on

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 17 years. He is currently the education 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 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 Astute Pensions.

There may be other courses in your area - check the Forthcoming Events!

Cancellation Policy
Astute Pensions cancellation policy for all training courses is a charge of 50% of the price for your cancellation. Astute Pensions reserves the right to cancel any training course at any time due to insufficient demand but will always endeavour to give not less than 7 calendar days notice, unless cancellation is due to an exceptional event outside of our control e.g. the sudden illness or non-availability of the course instructor.

  • Astute Pensions
  • 87 Watling Street Road
  • Fulwood, Preston
  • PR2 8BQ
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CII Accredited

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

6 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