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Pension Transfers PS 20 06 Filtering Triage & Abridged Advice
About Course
About this seminar?
In this seminar we discuss the significant changes to rules around pension transfer advice that took effect on 1 October 2020.
This is part two of a three-part series.
Is this course free?
Yes
How to complete the module?
Click on ‘Continue to Lesson’ to the right and start the video.
What will I learn?
In this webinar, we will do a quick recap of all the rule changes and look at the steps in the transfer advice process.
Specifically, we will be going into detail on the three optional steps, namely:
Course Content
Pension Transfers PS 20 06
Filtering Triage & Abridged Advice
Student Ratings & Reviews