Workshop Fast Facts
Next Date & Time
Learning Materials
Next Date & Time
5th November 2024
9:30am - 4:30pm
Venue
Learning Materials
Next Date & Time
Microsoft Teams
CPD Hours
Learning Materials
Learning Materials
6 hours structured, with a CPD certificate provided.
Learning Materials
Learning Materials
Learning Materials
You will receive a model fact-find and suitability report for a complex pension switch case which can be used as a reference for future cases, and a recording of the workshop.
Learning Outcomes
By the end of this workshop, you will be able to:
- Explain the compliance and technical principles and rules behind pension switch advice, including for financial objectives and capacity for loss.
- Analyse complex existing pension arrangements (including the underlying investments, provider suitability, GARs, cash balance pensions, protected TFC, and protected early retirement ages) explain them simply to the client, and use your analysis as the basis for regulated advice. As part of this, test your advice using robust cashflow modelling with justified, compliant methodology and assumptions.
- Evidence and present your advice with personalised "reasons why" and "disadvantages" so that it convincing, professional, and compliant.
Can You Deliver This Privately?
Yes.
We can deliver the course privately. Cost depends on whether you'd prefer us to deliver the course online, or face-to-face in your office, and the number of delegates.
Please email us at contact@practicalfinancialexams.co.uk to enquire.