R08 Revision Session

Thursday, 29 October 2015
8:30 am – 12:00 pm

Continuing our revision sessions for PFS members, the Insurance Institute of Sussex invites you to attend our next half-day workshop on Thursday 29 October 2015.

Mark King, Technical Consultant at Axa Wealth will lead the morning and he will focus on a number of key areas of the current R08 - Pensions Update syllabus (which will continue to be examined until 31 August 2016).

Learning Objectives
By the end of the session, delegates will be able to:

  • explain the changes to the HM Revenue and Customs (HMRC) tax regime introduced by the Taxation of Pensions Act 2014

  • explain the changes to pension income options

  • explain the changes that will be made to State pension provision from 6 April 2016

  • analyse the key factors that should be taken into account when advising a client how to derive an income in retirement

Combined, these topics account for nearly 75% of the questions that will be asked during your exam, so this is a great way to help prepare for this important paper.

To join us, for this free 3 hour CPD workshop, (which starts at 9.00am) please use our online booking system by clicking on the "Book Now" button below. (Please note that this event is only being offered to CII members and you will need to include your membership number when registering.)

Light refreshments will be included during the morning. To assist with catering and to ensure you get the most out of your time on the day, please make sure you book by 22 October 2015 at the very latest.

Parking restrictions apply near to Nsure's offices from 9.00am onwards. Free on-street parking is available approximately 10 minutes' walk to the west of Worthing. There are also two multi-storey car parks nearby for which charges apply.

  • 93 Rowlands Rd
  • Worthing
  • BN11 3JX
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