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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

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

AF7 – The main thing I got from the workshop was confidence. Confidence that I did know some of the subject matter. but more importantly I knew a lot more by the end of the course. John was an excellent teacher, able to explain things in a way that made sense…and the diagrams helped!

David McCrann, Financial Planning Consultant, Rumwell Financial Services

AF5 – Thought I should let you know how I got on………

Just got my result, with the help of your case study analysis, I passed the AF5 exam that I sat in April. That’s me now a Chartered Financial Planner!

Your analysis was good, the bulk of the material being examined on the day. It was a great help.

Thanks for your assistance and for your analysis being accurate! It was money well spent.

Evan Duffus​, Financial Planner, Acumen Financial Planning

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Latest Blog Posts

Important update to our post : Match & Mix Level Six – the Multi Body PTS Conundrum

LIBF PETR

As a result of one of our recently published blogs about PTS qualifications, things have been getting interesting! A student had contacted the LIBF concerned that her studies with them would not allow her to meet the pensions transfer criteria. She had read our blog below: https://expertpensions.co.uk/2019/06/match-mix-level-six-the-multi-body-pts-conundrum/ The FCA Handbook does indeed currently say: “Pension […]

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Match & Mix Level Six – the Multi Body PTS Conundrum by Andrew Houghton

Uncategorized

It’s a question that has been asked of us a few times over the last few months. Can you mix and match examining bodies to become a PTS. If you’ve done your CII diploma, can you do PETR with it? What about DipFa holders doing AF7? And where does PTPA fit into the equation. The […]

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CII Results – What Next?

AF1 Exam Support, AF3 Exam Support, AF4 Exam Support, AF5 Exam Support, AF7 Exam Support, CII

The results will soon be with you (finally)! The results of all your hard work and determination, which you may have been trying to push to the back of your mind and between the mixed emotions of anticipation, fear, anxiety and delight the most important thing to remember is that you need to keep everything […]

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