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Your most popular courses

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

AF7 – There is no question that following the EP format increases your chances of passing. A no brainer!

Mike Pimm

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 – Just a wee email to say thank you to all at Expert Pensions for the support and excellent AF7 Structured Study Plan that you run.

I am not a “reader” – I like to get to the nitty gritty of things and fully understand processes, calculations, theories and applications and practical always works best for me ( along with nice pictures).

This structured study plan kept me focused and gave me a format to follow rather than trying to fit in two hours reading after work/walking the dog/doing the dishes – you know what I mean.

Thanks again for your support and excellent tools and I will definitely recommend you to anyone I know who needs a teacher…….

Fingers crossed until December.

Thanks again.

Claire Wright, Senior Advice Manager, Intelligent Pensions

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Latest Blog Posts

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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What is Abridged Advice?

CPD, DBTransfers, Pensions

The FCA’s recent consultation paper has sparked a whole debate about ‘Abridged Advice’. Abridged Advice was proposed by the regulator in its latest paper on defined benefit pension transfers: https://www.fca.org.uk/publications/consultation-papers/cp19-25-pension-transfer-advice So what is it and how will it affect you as an Adviser.

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