AF7 (Pension Transfer) training course: April 2020 Exam
• Sitting in the Examiner’s shoes
• The transfer process
• The Regulators
• Roles and responsibilities
• Advice process
• Key stages
• Factors to compare
• End of day mini-mock
• 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
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
7 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.