This session aims to:

Go through the syllabus in detail; dissect it and re-assemble it in a way which is easy to digest.

Go through the key pension transfer topics and spend time to explain exactly what it means to critically evaluate a transfer and provide you a structure to frame your critical analysis.

For the first time the CII are expecting you to advise in an exam – and that we’ll help you understand what advice looks like in the AF7.

Session will start promptly at 5pm, tea and coffee will be available.