Retirement and pensions training
This section is designed to help you improve your pension knowledge or prepare you for your upcoming pension exams.
Whether you want to improve your pension technical knowledge or are studying for your pension exams, these videos are a valuable source of information and insight to support you in navigating the complexities of retirement planning.
Full range of videos for J05, R04, R08, AF3 and AF7 below. Simply click on the title in the table to view.
Defined benefit transfer advice
7 min watch
Defined benefit transfer issues and considerations part 1
7 min watch
Defined benefit transfer issues and considerations part 2
7 min watch
Defined benefit transfer issues and considerations part 3
6 min watch
Enhanced transfer values and transitional protection
9 min watch
14 min watch
About the speaker
Neil Dickey, Independent consultant
Neil is a fellow of the Personal Finance Society (PFS) and a Chartered Financial Planner. He is one of the UK's most qualified and respected names in financial planning. Having started his career as an adviser, he's also worked as a paraplanner and more recently as a freelance technical author and trainer.
Continuing Professional Development
We understand that Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services sector. Please use our form to record any learning and development activities you have undertaken, from the range of support of materials available on our website.
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The videos are designed to give professional financial advisers technical information on retirement planning and pensions legislation as part of the CII’s 2020-21 syllabus, and should not be relied upon.
No statements or representations made in these videos are legally binding on Fidelity or the recipient and no liability is accepted in connection with this material or any matter discussed. FundsNetwork cannot give advice regarding tax.
Personal tax and trust planning training
Further videos to help you with your upcoming CII AF1 exams, or simply help refresh your knowledge.