470 Paul Nevin

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Earn 0.50 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Tax (Financial) Advice 0.50 CPD Pts

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Quiz

Podcast

470 Paul Nevin

Quiz

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Details

Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The UK Pensions Guy”. He and James discuss the complexities of transferring UK pensions to Australia, including the regulatory requirements, advice process, timelines, tax implications, and the launch of a new product to help manage UK pension funds for Australians. Accreditation Points Allocation: 0.25 Technical Competence 0.10 Client Care and Practice 0.10 Regulatory Compliance and Consumer Protection 0.05 Tax (Financial) Advice Total CPD Points: 0.50

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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470 Paul Nevin

Podcast

470 Paul Nevin

Quiz

Details

Learning Outcomes

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