Douglas James Training T & C's
Click HERE
PETR Courses
Douglas James Training - Diplomas
Combined with the Diploma for Financial Advisers (DipFA),® The LIBF’s Level 6 Pension Transfer (PETR) ® examination meets the qualification requirement for pension transfer specialists, enabling you to provide advice on both defined benefit and defined contribution schemes.

To help you prepare for the Pension Transfer (PETR) exam, Douglas James Training offers a two-day intensive course, close to the half yearly exam dates. Courses are heldonline, or at our training centres in Swindon and the LIBF offices in the City of London. Please see See our Course Dates page for details.

The two-day course provides an analysis of the pre-released exam case study and reviews the transfer options available and their implications. The course tutor will take you through a series of mock questions and exercises to consolidate your understanding and show you how best to present your answers.

Interactive Webinars

Course Times: 09:00 to 12.00 & 1.30pm to 4.30pm each day

Face to face courses

Course Times: 09:30 - 16:30 each day

Course Agenda

Day 1
  • Exam format and initial review of case study
  • Pension transfer and opt-out rules
  • Pension transfer process, understanding and meeting client objectives
  • TVAS, transfer value comparator and FCA changes
  • PPF and FOS and scheme solvency issues
  • Sources of a transfer
  • Transfers to overseas schemes and tax rules
  • Block transfer and scheme wind up
  • Review Day 1
Day 2

  • Moving between different types of scheme
  • Cash incentives to leave DB schemes
  • Protection and its effect on transfers
  • Impact of income options on a recommendation to transfer
  • Investment issues and risk
  • Analysing client circumstances and making recommendations
  • Pension transfers and divorce
  • Further review work of case study and consideration of potential questions
  • Review Day 2 and close

You’ll need to register for the exam directly with the LIBF; the cost of registration is not included in our course fee.

CeMAP ®, CeRER ® ,DipFA ® and the LIBF® logo are all registered trademarks of The London Institute of Banking and Finance®. Use by Douglas James Training Consultants Ltd does not imply any endorsement of our training courses by The London Institute of Banking and Finance®