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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’s John Reynolds, […]

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AF4 Investment Planning

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. Introducing Michael Pashley, our Investment Rockstar. […]

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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

AF4 – Lots of knowledge gained from Michael. I find learning so much easier when I can ask questions and interact with somebody. We went through the core topics in detail and he explained things really well.

Annabelle Mason, Executive Sales Consultant, Royal London Group

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

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

Mike Pimm

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Latest Blog Posts

What is the CII Examiner really looking for?

When it comes to that all-important exam day, you might find that there is a BIG difference between absorbing the information you need and then putting what you have learnt into practice…in the time given in the exam. Being able to deliver word-perfect factual information in the context of a case-study you will see for […]

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Thousands of state pensions to be cut in government reconciliation exercise by Andrew Houghton

A number of pensioners may be in line for an unpleasant surprise in the latest instalment of the state pension reconciliation saga. As some of you may be aware, the Government’s reconciliation service was aimed at allowing occupational pension scheme providers to reconcile their records with those of HMRC. To start at the beginning, those […]

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Action Learning – NHS Masterclass by John Reynolds

As a chartered financial adviser, how many conversations have you had about AA and LTA this year? How many of those are from members of the biggest pension scheme in the UK? A pension scheme with over 1.5 million employed active members? The fifth biggest employer in the world. With a large number of high-earners […]

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