Our NEW Pension Transfer Specialist (PTS) Knowledge Hub
Welcome to Expert Pensions where our experts, share knowledge, insight and best practice. Since 2011 Expert Pensions has been an independent small company maintaining the original ethos where we treat everyone who comes through our doors like family. We value the long-term relationships we’ve formed with so many of our customers over the years, and whether we’ve known you for decades or we are just meeting for the first time, our hub is the place where you can connect, collaborate and communicate.
Feedback from CP19/25 highlighted concerns about the availability, cost and quality of trainers to provide 5 hours of external CPD, particularly if larger advice firms took up much of the available capacity. Expert Pensions recognise that advisers, especially in small firms, may not be able to access external training at a reasonable cost. In response to this feedback and the new requirements as set out in PS20/6, we have created a new online service for pension professionals, whereby they can access a full 15 hours of pension transfer specific CPD.
Whether it’s a technical refresh on pensions and/or investments, an overview and guidance on the new policies or how to adopt best practice and implement the new rules and guidance into your business and client meetings…we have it all here and available in one place.
What can our Knowledge Hub help you with?
- Discover knowledge to help you do your job
- Keep up to date with current thinking
- Enhance your skills and expertise
- Comply with FCA rules & regulations
Our content is designed to enable you to maintain and build your professional knowledge through a single online portal, providing you with a record of your development as you progress. As a busy professional working in Financial Services, you will have the ability to access our mixed media content at a time and pace that suits you.
What are the costs?
The cost for 12 months access to our PTS Knowledge hub is:
£199 + VAT for an individual or
£499 + VAT for a corporate group for up to 5 licences (if more than 5 are required they would be charged at an additional £100 per licence).
Our knowledge hub portal ensures that you maintain and enhance the knowledge and skills you need to deliver a professional service to your clients, your business and the financial services industry. Watch our Intro video to find out more:
Join us for our free ‘Live’ Sessions
To launch our knowledge hub we are excited to be offering 4 LIVE sessions every Friday in October from 12noon – 12.50pm.
These sessions are completely free of charge and are strictly by invitation only. If you would like to join us for these live Q&A sessions please email http://[email protected] to receive your exclusive link
Week 1 – Abridged Advice (2nd October)
Week 2 – Cashflow Modelling (9th October)
Week 3 – Fee Structure (16th October)
Week 4 – One page Summary (23rd October)
Join us – We couldn’t do this without people like you and you won’t be disappointed
