• Course
    Increasing Pension Awareness and Business Opportunities (PP)
  • Dates
  • Venue
    City Of London
  • Course Fees (excl. VAT)
  • CPD Credits
    2

Total Price:

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Get this course in-house
Or call 0203 178 4230
or email info@fstp.co.uk today.

 

Course Overview

As an Investment Manager or Adviser, finding a quality programme of targeted topic related CPD can be a time consuming and tedious task.

Don’t worry you are not alone. No more time spent searching for the next training session available from an awarding body, or having to search for a public open course. You can focus your time back on your key daily activities.

FSTP have created a suit of targeted CPD sessions that are regularly updated, and can be repeated annually. These CPD events are designed to be run in house at your offices, on dates and times suitable for your team.

The sessions are designed for those of you who are considering the clients complete financial circumstances, in line with the regulators suitability requirements. Each CPD session will take you through the key information that is crucial you are up to date with as part of your ongoing CPD knowledge. They are aligned to the RDR Apex standards.

These in house sessions will enable you and your colleagues to recognise when to appropriately ‘sign post’ your clients to other internal or external experts who can discuss the individuals specific needs.

The Course Agenda

Free impartial guidance

  • To understand the relevance of the provision of the guidance guarantee, and what that means

The basic facts

  • To be able to understand the changes in pension access rules that came into effect in April 2015, and be able to apply those changes to a variety of client circumstances
  • To understand the various tax implications of the new pension access rules, and consider these in the context of a client’s situation and in line with suitability considerations

FCA expectations

  • To gain an overview of the Regulator’s expectations with regards to the changing pensions advice landscape and your responsibilities
Download PDF
Get this course in-house

Or call 0203 178 4230 or email info@fstp.co.uk today.

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Meet The Tutor

A number of Experienced Consultants
A number of Experienced Consultants


[Read about...]

Who is this course for?

• Investment Managers
• Advisers

 

'This training helped me understand better how to approach vulnerability and will be useful to design training courses internally.'

Head of Personal Loans
Finance and Leasing Firm

Training that makes a difference

Experienced engaging trainers

With first hand industry knowledge and an intimate understanding of the regulatory environment, we always guide you with an expert (and friendly) hand.

Packed with relevant information

We know you’re busy, so we’re careful not to waste a minute of your time. Our training courses are fast paced, insightful and filled with valuable information.

Get personalised attention

Sessions are practical workshops not PowerPoint lectures. All courses are limited to no more than 14 attendees, so we’re able to explain concepts in the context of your business.

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