RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024 - online distance learning event

RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO4 examination.

This event will be run as an Online Distance Learning event.

The cost of the day’s training will be £125 for Hants & Dorset, Surrey and Thames Valley PFS members, £125 for all other PFS members and £145 for non-PFS members. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be less than 6 delegates attending. Should this occur a full refund or transfer to an alternative course will be offered and some supporting material, at no extra cost, will be sent to the enrolled delegates.

The day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.

The course is recorded and a copy sent out to all delegates.

The RO4 preparation day aims to increase your chances of passing the exam.

The day’s course will cover the following areas:

• The main tax and legal frameworks that govern retirement benefits under registered pension schemes;

• The features of defined contribution and defined benefit pensions;

• State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension;

By the end of the course, delegates will have covered the key elements of the RO4 syllabus with the emphasis on the CII Learning Outcomes, will have been introduced to the exam format and adopting a suitable exam technique.

Our 2024 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Dean Scott FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regions' exam revision programme since 2020.

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.