Retirement technical videos
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.
Alternative ways of achieving client’s objectives
Appropriate pension transfer analysis part 1
Appropriate pension transfer analysis part 2
Attitude to investment risk and capacity for loss
Please see below the full range of videos. Simply click on the title in the table to view.
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.
The videos are designed to give professional financial advisers technical information on retirement planning and pensions legislation as part of the CII’s 2018-19 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.