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AF7 Pension Transfers

 AF7 Structured Study Plan We can’t squeeze any more into the comprehensive study support and structured plan that we have put together for you. There is nothing in the UK market which offers everything in one place under one plan. You have a personal tutor guiding you all the way. We know what it […]

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AF4 Investment Planning

AF4 Structured Study Plan A comprehensive study support and structured plan that we have put together for you. There is nothing in the UK market which offers all of this in one place under one plan. You have a personal tutor guiding you all the way. You have a personal tutor guiding you all the […]

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AF1 Personal Tax and Trust Planning

AF1 Structured Study Plan A comprehensive study support and structured plan that we have put together for you. There is nothing in the UK market which offers all of this in one place under one plan. You have a personal tutor guiding you all the way. An expert who knows the exam and works very […]

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What our customers say

AF4 – Keep up the good work, couldn’t have passed any of my AF4 papers without you!

Astra Belcher

AF5 – “I love you guys! I am now chartered within a year of starting and it is all thanks to you! Could not recommend you guys more!”

Matthew Grime Blueprint Financial Services

AF7 – “I would like to say a huge thanks to John and the EP team for helping me over the line. I thoroughly enjoyed the structure of the learning material and the videos. The complex areas such as GMP and the CETV process were so well put together in the videos, it made it easy to process and apply to the case studies.

The forum was a great place to get valuable information. I also sat J05 and passed thanks to Andrew’s wise words.

I highly recommend.”

Chris Poyner MSc BA (Hons) DipPFS CertPFS (DM)

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Latest Blog Posts

CII April 2020 Exam Dates

AF1 Exam Support, AF4 Exam Support, AF5 Exam Support, AF7 Exam Support, Uncategorized

The CII 2020 exam dates have been announced, so you can book your exam NOW and be one step towards your new year’s resolution before the end of the year. AF1 – 20th April 2020 AF7 – 20th April 2020 AF4 – 21st April 2020 AF5 – 22nd April 2020 These level 6 exams are […]

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Pay Attention(!) – Why the Staveley Case is so important for advisers

AF1 Exam Support, AF7 Exam Support, CII, Pensions

John Reynolds MSc BSc FPFS Chartered FCSI takes a look at this important case and why it is imperative that Advisers pay attention to the developments surrounding it. Background This case dates back to 2005/2006. Where Mrs Staveley, after a particularly bitter divorce, transferred a portion of a pension she had set up with her […]

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Hey Boo – Let’s take the scary stuff out of studying – Five Frequently Asked Questions

AF1 Exam Support, AF4 Exam Support, AF5 Exam Support, AF7 Exam Support, CII, Financial Advisor Exams, Learning to learn, R01, R02, R03, R04 Pension exam, R05, R06

It worries me that I will may not be able to complete it easily We’re not going to lie – It’s not going to be an easy process! But with the help of the Expert Pensions team and the study resources available to you we will ensure that we make your studying time pay. We […]

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