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AF7 Pension Transfers Revision Course

20 & 21 February 2024, 09:30-16:30 (UK)

 

This online revision course is designed to help you feel more prepared for your exam. The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding. 

The objective of Pension Transfers (AF7) is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. The unit brings you up to date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops your advice skills across a range of client circumstances and scenarios. 

booking form link

 

Agenda

  • Exam technique
  • DB advice process
  • CETV and APTA considerations and process
  • Factors to consider with DB transfers
  • Risks associated with DB transfers
  • DB and DC pension death benefits
  • Practice case studies and short answer questions 

Workshop format

This revision course is delivered online, via Zoom over two full days - 20 & 21 February 2024, 09:30-16:30 (UK).

Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience. 

Your course will be interactive, with the use of screen share, virtual whiteboards, polls/quizzes and breakout rooms for smaller group discussions. You will also receive a recording of the entire workshop post course, along with all supporting documents used.  

The maximum continuous screen time during any session will be 45 minutes and the day will have plenty of breaks.

Price

  • Members: £279
  • Non-members: £329

How to book

To register for this course, please complete the below form: 

booking form link

For enquiries about this course, please email to: business.enquiries@cii.co.uk


 

Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses. By booking on to this course, you are agreeing to our terms and conditions and for your information to be shared with our training provider.

If you have any queries regarding this training, please review our Q&A – Virtual Training document, which may answer some of your queries.

Please note: You will need to enroll for the AF7 Exam separate to this Revision course. Refer to our important exam deadlines