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.



Consumer Duty starts to take hold
Lisa Cross Compliance
Consumer Duty rules will take full effect from 31 July 2023. However, it is starting to show its face already. This message is now appearing on Connect in some circumstances. “The majority of firm types that need to apply for authorisation or existing firms seeking to vary their permissions will need to comply with […]