Expert Pensions 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

We’ve designed the online AF7 course with interactivity in mind: remember it’s all about the doing. By attending live, 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 interactive style of course delivery is John at his best

LIVE in your own front room!

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.

  • Course overview:

    Delegates will be given the opportunity to apply their knowledge through a series of exam-style questions: short answer and case study, reflecting the AF7 exam.

    When is the Virtual Workshop?
    3rd – 5th April 2018 (3 days)

    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.

    How is it delivered?

    – Spread over 3 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.

    *For those who prefer the traditional approach please visit our face to face class schedule here*

  • 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.

    Focused on the doing!

  • Day 1 (am): Pension Planning and advice key stages of advice process/comparisons

    Activity Time Description
    Topic introduction 9:30 – 10:15 Topic review from John and taking questions
    Doing 1 10:15 – 10:30 Question 1 given out LIVE
    Reviewing 1 10:30 – 11:00 Review and demonstration of model answer by john, including questions
    Break/Coffee 11:00 – 11:10
    Doing 2 11:10 – 11:30 Question 2 given out LIVE
    Reviewing 2 11:30 – 12:00 noon Review and demonstration of model answer by john, including questions

    Day 1 (pm): Transitional Protection/LTA

    Activity Time Description
    Topic introduction 13:30 – 14:15 Topic review from John and taking questions
    Doing 1 14:15 – 14:30 Question 1 given out LIVE
    Reviewing 1 14:30 – 15:00 Review and demonstration of model answer by john, including questions
    Break/Coffee 15:00 – 15:10
    Doing 2 15:10 – 15:30 Question 2 given out LIVE
    Reviewing 2 15:30 – 16:00 Review and demonstration of model answer by john, including questions
  • Day 2 (am): Pension Income Drawdown/COBS/UFPLS/Income options

    Activity Time Description
    Topic introduction 9:30 – 10:15 Topic review from John and taking questions
    Doing 1 10:15 – 10:30 Question 1 given out LIVE
    Reviewing 1 10:30 – 11:00 Review and demonstration of model answer by john, including questions
    Break/Coffee 11:00 – 11:10
    Doing 2 11:10 – 11:30 Question 2 given out LIVE
    Reviewing 2 11:30 – 12:00 noon Review and demonstration of model answer by john, including questions

    Day 2 (pm): State pensions/Overseas aspects/Divoce/Regulation

    Activity Time Description
    Topic introduction 13:30 – 14:15 Topic review from John and taking questions
    Doing 1 14:15 – 14:30 Question 1 given out LIVE
    Reviewing 1 14:30 – 15:00 Review and demonstration of model answer by john, including questions
    Break/Coffee 15:00 – 15:10
    Doing 2 15:10 – 15:30 Question 2 given out LIVE
    Reviewing 2 15:30 – 16:00 Review and demonstration of model answer by john, including questions
  • Day 3 (am): OPS Pensions Transfers Technical – understanding/implications of transferring

    Activity Time Description
    Topic introduction 9:30 – 10:15 Topic review from John and taking questions
    Doing 1 10:15 – 10:30 Question 1 given out LIVE
    Reviewing 1 10:30 – 11:00 Review and demonstration of model answer by john, including questions
    Break/Coffee 11:00 – 11:10
    Doing 2 11:10 – 11:30 Question 2 given out LIVE
    Reviewing 2 11:30 – 12:00 noon Review and demonstration of model answer by john, including questions

    Day 3 (pm): OPS Pensions Transfers advice – requirements/COBS/advising clients on pension transfers

    Activity Time Description
    Topic introduction 13:30 – 14:15 Topic review from John and taking questions
    Doing 1 14:15 – 14:30 Question 1 given out LIVE
    Reviewing 1 14:30 – 15:00 Review and demonstration of model answer by john, including questions
    Break/Coffee 15:00 – 15:10
    Doing 2 15:10 – 15:30 Question 2 given out LIVE
    Reviewing 2 15:30 – 16:00 Review and demonstration of model answer by john, including questions
  • How to buy the Virtual Workshop

    This is our first time trialling our virtual workshop, take advantage of our introductory offer while it lasts! Also spaces are limited so be quick to secure your place!

    3rd – 5th April 2018
    Introductory price £499!
    (The normal recommended price is £599 – Save £100!)

    *PLEASE NOTE – This course is ONLY open to those who have purchased the AF7 structured study plan*

Why choose Expert Pensions?

We’ve got a successful track record getting advisers to chartered. Just take a look at our latest exam results…