We are excited to announce our latest release: Online, virtual LIVE workshops for Advanced level Pension Transfer exams – a first in the UK!

These are highly interactive live online sessions, focused on doing the doing just before the exam, delivered by John at his best.

What are the benefits?

  • Focused on the doing and application at the END of a successful structured study plan.
  • Flexible: it fits into your lifestyle arrangements.
  • Attend from anywhere.
  • Re-watch any sessions or watch the tutorials anytime that suits you.
  • Consistent approach and known timetable/schedule.
  • No travel time. No travel costs. No accommodation.
How is it delivered?

  • Spread over 2 days in two sessions per day.
  • LIVE tutorials, Q&A sessions and practice.
  • Brand new questions shared/delivered immediately online during the sessions.
  • Fully Interactive. Q&A online for immediate questions and immediate answers to your queries, as well as full review of model answers.
  • LIVE in your own front room (if you want!)

Please be aware that spaces are limited so be quick to secure your place!

Virtual Workshop Overview

This is a doing course. The questions which will be covered are new and only available on the workshop designed to replicate the exam and cover the key elements of the exam syllabus. It’s about practising what you have learnt throughout the AF7 structured study plan, with the help of an expert on hand to guide you through to a successful pass in the exam.

By attending live online, delegates can ask questions, practice, review and consolidate learning. The sessions are ALL about application of learning into short questions and case studies allowing you to apply your learning.

This programme is delivered online and live [BUT, it will be recorded and accessible immediately after each day] allowing delegates to interact with John from either a computer or mobile device – from your own study room. If you have ever successfully watched one of our webinars, then you already have the technology to join our Virtual Workshop!

Virtual Workshop Course Dates

The course is scheduled to run twice, over 2 days each:
Virtual Workshop 1: Dates for April 2019 session coming soon (2 days)
Virtual Workshop 2: Dates for April 2019 session coming soon (2 days)

Please be aware that spaces are limited so be quick to secure your place!

  • Day 1:

    Time Description
    09:30 – 10:45 An introduction to AF7 and Pension Transfer advice and regulations
    10:45 – 11:00 Comfort break
    11:00 – 12:45 CETV and TVAS (including recent changes TVC and APTA)
    12:45 – 13:30 Lunch
    13:30 – 14:45 CETV and TVAS (including recent changes) continued
    14:45 – 15:00 Comfort break
    15:00 – 17:00 Key pension transfer issues (PPF, funding, DC OPS, workplace pensions, cashflow modelling and risk)
  • Day 2:

    Time Description
    09:30 – 10:45 Pension Income options – including COBS guidance
    10:45 – 11:00 Comfort break
    11:00 – 12:45 Pension death benefits
    12:45 – 13:30 Lunch
    13:00 – 14:45 Taxation and allowances (including LTA and MPAA)
    14:45 – 15:00 Comfort break
    15:00 – 17:00 Case study analysis and AF7 practice questions from whole syllabus