AF7 (Pension Transfer) training course: April 2019 exam

DAY 1

• Sitting in the Examiner’s shoes

• The transfer process

• The Regulators

• Roles and responsibilities

• Advice process

• Key stages

• Factors to compare

• TVAS

• End of day mini-mock

DAY 2

• Review of day one mini-mock

• Implications of transfers out of DB

• Safeguarded benefits

• Receiving scheme features

• Investment and capital risk

ABOUT THE TRAINER

Steve Davis is a CII -accredited trainer at advanced level with over 1,000 CII exam credits. Find out more about Steve and The Financial Adviser Academy via the following link: http://www.financialadviseracademy.org.uk/meet-the-team