Pension Transfer Specialists (PTS) Course, Tuesday 20th May 2025

Pension Transfer Specialists Course - 5 hour structured external CPD

The Personal Finance Society Hants & Dorset, Thames Valley, Surrey & Sussex Regions, have organised a live CPD day for those individuals requiring the 5 hours of external structured CPD required by active PTS advisers. At the end of this course and the online follow up, the delegate will be signed off with appropriate accreditation as a Pension Transfer Specialist.

The cost of the day’s training will be £150 for Hants & Dorset, Surrey, Thames Valley & Sussex members, £175 for all other PFS members and £200 for non PFS members. There is a maximum of 15 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be fewer than 6 delegates attending. Should this occur a full refund or transfer to an alternative course.

The day will commence at 10am sharp and finish by 4pm, with breaks timetabled for lunch etc throughout the day.

AGENDA - 10:00 through to 16:00 including breaks.

10:00

The transfer-advice marketplace 2024

Case study 1:

Further information, analysis and advice as regards a final salary scheme safeguarded benefit

Quiz:

Round-robin on knowledge of the PTS process

Case study 2:

GMP benefit – further information, issues to consider and options for advice

15:50

Summary and next steps

The trainer is Steve Davis FPFS, who is authorised by the Regulator to conduct the Pension Transfer Specialist courses. Our 2025 revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions, whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies.

Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.

To view our image and video capture consent statement, please click here.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.