Pension Transfers PS 20 06 Overview & Contingent Charging Ban

Categories: Legacy Courses

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 one 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 are going to

Summarise the rules
Outline the key pension transfer advice process steps
Explain the details around the ban on contingent charging
Discuss exemptions to that rule
Go through the disclosure requirements
And close with a brief summary.

Course Content

Pension Transfers PS 20 06

Overview & Contingent Charging Ban

18:48

Student Ratings & Reviews

5.0

Total 1 Rating

1 Rating

0 Rating

David Hughes

1 year ago

Deals with key requirements for pension transfer business, very simple and objective

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