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Course helps pension IFAs understand simplification

The Chartered Insurance Institute is introducing a course designed to help advisers understand the pension simplification regime ahead of A-Day.

The course is aimed at advisers and pension administrators and is appropriate for anyone who has completed paper two of the Financial Planning Certificate or similar qualifications. It costs 100 for members or 110 for non-members.

It consists of a study guide, updates for 12 months and an exam package and is designed to take no more than 40 hours to complete. The first exam will be held this April, with further sittings in July and October.

The course aims to give knowledge of the range of permitted investments, retirement options and transitional protections. Advisers who complete the course will receive a record of achievement that can be produced for the FSA as evidence of compliance.

Deputy director general Bob Bullivant says: “Pension simplification is anything but simple and we have designed this course to help those who have studied the old pension regime to update their knowledge.”


Investec appoints new Gulf investment manager

Investec has appointed Tony Zeiger from Barclays Private Bank, with responsibility for the development of investment management in the Gulf region. At Barclays, Tony was senior investment adviser responsible for high net-worth clients in the Gulf states and Africa. At Investec he will develop the firms investment consulting service, offered exclusively to ultra high net […]

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Guide: day-to-day tasks ​— can your system manage?

This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. As well as highlighting what is required from a system to ensure it is up to the tasks, an overview of the following is also provided: data validation; data categorisation; employee communication; opt-in process; opt-out process; produce contribution schedule; contribution reconciliation process; upload of member data to pension provider; upload contribution to pension provider; manage salary sacrifice process; enrolment process; re-enrolment process; and management of increased employee queries.


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