Invest In You

Here at Expert Pensions we are all very passionate about learning and development. We love supporting our students on their learning journey and we are constantly working behind the scenes to ensure that you are getting the very best of what we have to offer. Why are we different? We believe we offer the very […]

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Contingent charging to continue……..by Andrew Houghton

Contingent charging to continue, PTS to require level 4 and suitability reports for stay-puts – picking the bones out of PS 18/20. The FCA yesterday issued the long-awaited sequel to its March 2018 consultation paper CP18/7: ‘Improving the quality of pension transfer advice’. In previous articles (see https://expertpensions.co.uk/2018/06/contingent-charging-the-devil-and-the-deep-blue-sea/) and in my own response to CP18/7, […]

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What is the most important skill you can take with you into an Exam?

Can you learn to be confident? Absolutely! As we are moving towards exam day we have said all along that by following our study plans and ‘doing the doing’ then you are on the right road to success. You will have heard us say that at this point in your studies that practice, practice, practice […]

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Our AF5 CASE STUDY ANALYSIS HAS LANDED

It’s here – and it’s good – really good. Time to check your accounts and check out the long awaited for AF5 Case Study Analysis and generic subject reading for Nick and Jane Johnson! I am sure you will find these a fantastic resource to prepare you for the exam…… take your time to learn, […]

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Study Smart for AF5

What am I letting myself in for? The case study is due to be released any day now, 30 credits and 160 marks up for grabs and with two weeks to the exam and 150 hours of study to cram in – is this achievable? It’s all about working smarter and understanding what this exam […]

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Study Smart for AF4

INVEST THE TIME AND THAT AF4 EXAM COULD BE ALL YOURS What am I letting myself in for? There is no quick fix for this degree-level qualification. You will require an in-depth technical knowledge and understanding of investments, coupled with the ability to demonstrate advanced advisory and problem-solving skills relevant to the management of investment […]

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Study Smart for AF7

What are you letting yourself in for? A 2 hour written exam with 100 marks up for grabs and 20 all important credits towards level 6. Twelve questions overall, with four generic questions, followed by two case studies with four questions on each. What do I need to maximise my chances? The ability to apply […]

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Study Smart for AF1

What am I letting myself in for? An opportunity to prove your worth and demonstrate your in depth financial planning skills related to personal tax and trusts. A 3 hour question paper based on a case study approach with a whopping 30 credits available and a total of 160 marks there for the taking! How […]

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The Brexit clock is ticking and what this means for QROPS – By Andrew Houghton

Expats and retirement planning: The Brexit Conundrum Soft Brexit? Hard Brexit? No deal Brexit? BRINO? (Brexit In Name Only)? If anyone had said five years ago that these terms would have passed into everyday usage, they would more than likely have been dismissed as the latest piece of teenage slang. More likely to be heard […]

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Unregulated introducers: The catalyst for carnage? By Andrew Houghton

Depending on who you ask and where the figures come from, the public appetite for defined benefit transfers out is either on the wane or shows no signs of abating. As recently as 31 May, a Freedom of Information request submitted by Money Marketing showed that the number of individuals swapping final salary benefits for […]

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