The Personal Finance Society (PFS) has announced it will be holding a series of country-wide, half-day technical seminars on pensions planning pre and post A-Day, between October and December.
The course will look at the opportunities to advising clients in the run up to 6 April and immediately afterwards. Course tutor Mike Morrison, pensions strategy manager at Winterthur, will lead advisers through investment opportunities pre and post A-Day, retirement planning, business planning opportunities and transitional arrangements. The detailed context of the course will be determined by the latest state of legislation.
The PFS will also be holding a series of technical seminars covering everything from advising in the older client market, investing in commercial property, IHT and the corporate market to building a fee-based practice, compliance and AFPC revision. The seminars are divided into three levels - basic, intermediate and advanced.
The basic course is aimed at advisers relatively new to the area of practice and who want to develop their technical skill and knowledge in that area. The intermediate course would suit advisers wanting to update knowledge in a specific topic area at AFPC level, say the PFS. Meanwhile the advanced course is aimed at those advisers who have reached AFPC and also specialise in the particular area covered by the seminar.
Half day technical seminars are £95 for members and £135 for non members. Full days cost £130 for members and £170 for non members.
To obtain further information advisers should log onto the PFS website.
If you have any comments you would like to add to this story or would like to speak to its author about a similar subject, telephone Matthew West on 020 7484 9893 or email [email protected].IFAonline
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation