Structured CPD…the Expert Pensions way

A technical refresher to enhance your knowledge in DB transfers and help you ensure the correct APTA processes are followed and in place for your clients. This course is a must for all Pension Transfer Specialists.

The following modules are included:
• Options for Early Leavers 1 (Refund of Contributions)
• Options for Early Leavers 2 (Preserved Pension)
• Revaluation and Escalation
• Cash Equivalent Transfer Values (CETVs)
• Enhanced Transfer Values (ETVs)
• Timescales
• PCLS Comparison
• Death Benefits
• PPF vs FSCS
• Recent Pension Transfer Changes
• Triage Services
• Suitability Reports (General Considerations)
• Transfer Value Comparator
• Appropriate Pension Transfer Analysis (APTA)
• Cash Flow Modelling
• Overseas Clients
•  12 Months Access 

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