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.



Financial Scams – Insuring the IFA’s Own Losses and the Client’s Losses
Steve Bailey Compliance PI
More and more stories are coming to light of fraudulent schemes continuing to evolve at an alarming rate (please see recent ATEB news articles). Vigilance across the whole firm is essential.