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AF7 Revision Day

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AF7 Revision Day




 

Criteria:


Must be registered for the AF7 exam 

Did not attend the last training course

Only one employee from each company will be accepted


 


 

Learning Objectives:The session will prepare you for four key elements attracting marks in the AF7 syllabus

The transfer process:


Key stages

Main comparison factors to analyse

TVAS


Implications of transferring between different types of scheme:


Risk

Death benefits

Charges

PCLS


Main issues arising:


Lifetime allowance

Transitional protection


Main advice issues


DB to DC

BCEs


The session will also cover:


Sitting in the Examiner's shoes - how marks are won and lost


You will be provided with all the materials needed to pass.

 



Please note the actual address will be only be given once your registration has been confirmed

 

Cancellations without good reason within 5 working days of the session will incur a £75 non-attendance fee

 



Map Bristol Centre, Bristol, United Kingdom
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