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:

• Filtering
• Triage
• Abridged Advice.