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AF7 Pensions Transfers

AF7 Pension Transfers

 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 tutors guiding you all the way. Introducing our Pension guru John […]

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AF4 Investment Planning

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. Introducing Andrew Houghton, our Investment guru. An expert who knows […]

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AF1 Personal Tax and Trust Planning

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 closely […]

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What our customers say

AF7 – Once again – EP is brilliant! I have now passed 5 advanced CII papers in 6 sittings. And for every sitting I am yet to open a Cii book, I’ve passed using just EP’s materials. Thank you again!

Ryan Steward, Financial Planner, Aviva Financial Advice

AF3 – I had failed AF3 previously and felt it was really unachieveable – John made it clear it could be done and I’m so pleased to have grabbed it on the last sitting. I will be using EP again!!

Jessica Chantler, Paraplanner, The Timebank

AF4 – I am so grateful for all the help from ALL involved at Expert Pensions. It is clear that there is a culture of positivity and professionalism with a healthy dose of good humour throughout the team at EP.

Duncan Cook, Financial Planner, Lynas Vokes

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Latest Blog Posts

The Big Sing A Long with Expert Pensions Festival of Learning

Forget Glastonbury, Boardmasters, Trnsmt and Download Expert Pensions are bringing you a summer of learning. A festival designed for everyone but where ultimately, we are all going to be singing from the same song sheet. Our festival is designed for lifelong learning where We get to know you, We study with you, We share your […]

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CII AF7 April 2019 Exam – How to Answer the APTA question

  Question 6 in the AF7 April 2019 exam asked you to identify the relevant factors when considering the appropriateness of Simon transferring his defined benefit pension scheme. This question asked you to do three things: Understand the list of factors which could be relevant for APTA (your EPL Structured study notes) Understand/read the case […]

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Cashflow Modelling – What you need to know

Painting your retirement picture It’s one thing to read about how big a blue whale is, but it’s another thing entirely to stand next to one: Ultra HD TV just doesn’t do it justice, compared to the real thing. It really helps our understanding when we see concrete examples of things that we might only […]

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