Pension Transfer Masterclass

Structured CPD…the Expert Pensions way.
Adviser based learning and knowledge relevant to your profession, which we are expert in and where we know we can add value. Our Masterclasses are designed with you and your clients in mind. This is not about ticking a box, this is to develop your technical and practical understanding of subjects and products that you discuss with your clients.

Each Masterclass includes:
• Short video modules
• Downloadable PDF’s
• An online quiz
• Auto-generated CPD certificate
• Access to ALL our online forums to ‘ask the expert’ and interact with fellow professionals

Pension Transfers
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
• Recent Pension Transfer Changes
• Triage Services
• Suitability Reports (General Considerations)
• Transfer Value Comparator
• Appropriate Pension Transfer Analysis (APTA)
• Cash Flow Modelling
• Overseas Clients

Masterclass £49 + VAT