J05 Pension income options - September 2018

K2 Leisure Centre
Tuesday, 04 September 2018
9:00 am – 4:45 pm
    • John Trayner, CII Approved Trainer

The 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 six hours' CPD. As there is a considerable overlap in syllabus content between J05 and AF7 and each provides 20 credits, you may wish to consider sitting both exams. For details of our one day AF7 course, please click here.

The cost of this course is £65 for CII/PFS members (£85 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.)

Overall objective.
To significantly improve delegates’ chances of passing the exam by developing an understanding of the key technical points that are likely to be tested.

This will be a one day event.

By the end of the event delegates will able to:

  • identify the main sources of later life income using both pension and non-pension assets

  • identify the different options open to members with money purchase benefits at minimum pension age and explain their risks and rewards

  • identify the requirements to qualify for an ill health pension and a serious ill health lump sum payment

  • identify the options available on the death of the member for both crystallised and uncrystallised funds together with the taxation of these

  • identify the factors an adviser needs to establish in order to give appropriate advice on the most suitable method of taking benefits

  • identify an appropriate investment strategy for an individual in Drawdown to achieve a sustainable income

  • understand how a final salary scheme member’s pension will be paid and accurately calculate the maximum Pension Commencement Lump Sum

  • identify the main Benefit Crystallisation Events and calculate accurately the member’s remaining lifetime allowance including circumstances where the member has transitional protection

  • understand the basis of the State Pension for both pre 2016 and post 2016 systems

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

Please note that this event 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 event.

About our speaker
John has 40 years’ experience in insurance and financial services. Not surprisingly most of his former employers no longer exist because of mergers and takeovers. For example he joined Leeds Permanent Building Society in 1986 and at retirement was working for Lloyds Banking group even though he’d never changed employers! The last 15 years were spent in the training department specialising in professional exams.

Not wishing to spend retirement watching daytime TV he decided to become a freelance trainer specialising in helping people to pass the CII’s Financial Services exams.

John is a Chartered Insurance Practitioner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society.

  • 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 www.cii.co.uk/cpd.