Pension Transfer Specialists Course - 5 hour structured external CPD

Pension Transfer Specialists Course - 5 hour structured external CPD

The Personal Finance Society Hertfordshire, Bedfordshire & Middlesex have organised a Webinar 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 day will commence at 10am sharp and finish by 4pm, with breaks timetabled for lunch etc throughout the day. We only have 15 spots available so please book your spot.

We look forward to seeing you for a day of professional growth and engaging discussion.

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 2026 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.

We look forward to welcoming you to the event.

Links to join via Zoom will be sent closer to the date.