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.
AR survey
Michael Senior Compliance 2021, complaints, Conduct, email, EU, FCA, scam, Xplan
The FCA is requesting completion of a survey from firms with Appointed Representatives (ARs). Where applicable, firms may already have received this. Given the risk of scams, the FCA now takes care to pre-warn firms that a communication is genuine. We have had confirmation that the following survey and email addresses used are legitimate. […]