Depending on demand and responses to this article, ATEB are looking to offer revision/training support for the AF3 Pension Planning exam in October 2015. The exact format is currently being decided but it is likely to include at least 2 workshop days in Newcastle Upon Tyne prior to the exam which is scheduled for 14th October 2015. We would engage a third party specialist provider of exam training and you would gain access to a qualified and experienced tutor in the run up to your exam.
As a guide, we estimate that each workshop day will be in the region of £200 plus VAT per candidate.



Have you advised on British Steel pension transfers? Action required!
Paul Jay Compliance 2016, 2018, FCA, Pension, Pension Transfer, protection, transfer
Firms who have advised clients to transfer away from the British Steel Pension Scheme (BSPS) should be well acquainted with the content of PS22/14 by now … … but some don’t seem to be aware that they need to have completed some key activity for clients in scope of the redress scheme. The BSPS […]