Pension Transfer Specialists (PTS) Course, Wednesday 24th June 2026
Pension Transfer Specialists Course - 5 hour structured external CPD
The Personal Finance Society Hants & Dorset, Thames Valley, Surrey & Sussex Regions, have organised a live CPD day for those individuals requiring the 5 hours of external structured CPD required by active PTS advisers. At the end of this course and the online follow up, the delegate will be signed off with appropriate accreditation as a Pension Transfer Specialist.
The cost of the day’s training will be £150 for Hants & Dorset, Surrey, Thames Valley & Sussex members, £175 for all other PFS members and £200 for non PFS members. There is a maximum of 15 attendees. If we are oversubscribed, you will be placed on a waiting list.
To book please click on the link below:
PTS Course Wednesday 24th June
We reserve the right to cancel this event should there be fewer than 6 delegates attending. Should this occur a full refund or transfer to an alternative course.
The day will commence at 10am sharp and finish by 4pm, with breaks timetabled for lunch etc throughout the day.
AGENDA - 10:00 through to 16:00 including breaks.
10:00
The transfer-advice marketplace 2024
Case study 1:
Further information, analysis and advice as regards a final salary scheme safeguarded benefit
Quiz:
Round-robin on knowledge of the PTS process
Case study 2:
GMP benefit – further information, issues to consider and options for advice
15:50
Summary and next steps
The trainer is Steve Davis FPFS, who is authorised by the Regulator to conduct the Pension Transfer Specialist courses. Our 2025 revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions, whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies.
Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.
Venue