AF8 Retirement Income Planning - January 2018

K2 Leisure Centre
Tuesday, 16 January 2018
9:00 am
    • John Trayner, CII Approved Trainer

This two-day course aims to enable delegates to write and submit all three assignments to the required standard within the prescribed timescales.

The programme will consist of two workshops to give delegates more time to build up their knowledge and understanding.

Each session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing a full six hours' CPD each day.

The cost of this course is £110 for CII/PFS members (£150 for non-members) and includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. If you would like to join us for this event, please click on the Book Now button below. (Please note, to benefit from the discounted rate, you will be required to provide your membership number at the time of booking.)

Course Dates and Objectives
The dates of this course are set out below. By the end of each day, delegates will be able to:

Day 1 - Tuesday 16 January 2018 - Technical Foundation

  • understand the nature of the AF8 qualification and how it differs from AF3

  • analyse the current situation of an individual and spouse/partner as given in a fact find and be able to identify its strength and weaknesses as regards their later life income

  • accurately identify all the legal and tax limitations to meeting their retirement needs with specific regard to Total Pension Input and Lifetime Allowance

  • recommend and justify appropriate remedial strategies

  • identify the options available to an individual at the point of retirement including the use of non-pension assets

  • given the client’s objectives as detailed in the case study, recommend and justify suitable solutions

Day 2 - Tuesday 20 February 2018 - Planning your assignments

  • understand the timescales involved in completing the assignments

  • understand the CII’s rules on plagiarism and what is and is not allowed

  • draw up their personal schedule for completing the assignments

Using the CII exemplar paper:

  • understand the nature of the assignments

  • understand what the examiner will be looking for in their submission

  • identify the points that will get good marks and which will not

  • know how to gather relevant information from different sources

  • know how to draw up a draft assignment

  • know how to edit it and show the sources the candidate has used

Other information

Ideally delegates should attend the AF8 course before enrolment takes place. This needn’t be a rigid rule but if someone has already signed up, they must not bring the fact find or the assignment questions to the course.

  • Our trainer cannot analyse the fact find the candidate is working on.

  • He cannot review any assignments before they are submitted.

  • He cannot answer any individual technical questions relating to the case study.

  • He cannot review any marked assignments that haven’t passed or suggest how the resubmission might be improved.

There is ample free on-site parking at the venue.

Please note that these events will take place on the 1st floor at K2. A lift will normally be available for delegates to access the training, but stairs will need to be used in the event of an emergency evacuation of the building.

Full joining instructions will be sent to delegates ahead of the first session.

  • K2 Leisure Centre
  • Pease Pottage Hill
  • Crawley
  • RH11 9BQ
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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