AF3 pension planning exam

Never have there been more actuaries in need of a competent IFA

I think it was Winston Churchill who said: A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty. I was reminded of that quote when I was reading an article written by a well-known pensions activist, about an Actuary (yes, an Actuary) who was giving up his defined benefit […]

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It’s nearly squeaky bum time….

08.01 Friday 2 December 1 week, 7 days, 168 hours, 10,079 minutes and change will happen. For those qualifying as Chartered it will be a proud moment. It will be a relief and a pleasure: a new future as a recognised, professionally qualified and Chartered Financial Planner. You are prepared for the future. You have […]

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2016/17 Updated Study Material

No don’t panic; it’s not that time yet…. We’re not planning to start the new structured study plan schedule until Tuesday 5 July; 14 weeks until the exams on 5&6 October 2016. 14 weeks: 10 weeks for 10 modules; 2 weeks for revision (mock papers) and 2 weeks on the beach (we normally have a […]

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AF3 exam: Sunday 10 April 9.30am

Members only Fancy a mock AF3 exam on Sunday morning starting at 9.30am? If you are a member of the AF3 forum, you will be able to access a mock AF3 exam at 9.30am on Sunday morning. It is our best guess and a brand new exam mock for all AF3 members. Designed for all […]

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16 March 2016 Budget Summary

Looking for a quick and authoritative budget summary: Remember, we are living in a parallel universe until 14 April 2016. This doesn’t exist until 14 April – for all those sitting AF exams in April……so download, save and retain. Then get back to 2015/16 tax year…

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CII Pass rates for 2015

The CII pass rates for 2015 are published. They make interesting reading: click here The one that stands out is the AF3 pass rate at 31.47% for the whole of 2015 – and that’s when the April paper didn’t contain any surprises! I knew there was an issue on the morning of Friday 11 December. […]

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Taper your advice now for 2016/17

Greetings… 🙂 Tapered Annual Allowance (TAA) is going to affect around 500,000 people in 2016/17. It’s worth knowing about, as I suspect you’ll have a client or who might ask you a question when they get their letter from scheme trustees – which are already hitting the doormats. There a lot of DB scheme trustees […]

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Week 5 and breathe…

Good morning on this breezy February morning beaming live on satellite from Milton Keynes! This is week 5. Yes; we are halfway through the learning journey, with 5 more modules to go after this and then we’ve got time to practice a few mock exams and questions from past papers. We are bang on track […]

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iFS AwPETR June 2016 exam

The iFS AwPETR June exam 2016 is something you’ll need to register for very quickly. The closing date is 5 February 2016 If you register with the iFS before 5 February, you can register for the AwPETR June 2016 exam. That will give you a chance to follow the iFS route toward the AwPETR which […]

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Week 3 ready to start…

Members only content Week 2 video tutorials and answer documents are added and ready for you in module 2 (for both AF3 and AF4). You might want to have a think about this week: Too many exam chimps running about bashing their heads and thumping their chests; TOO MUCH fast thinking. NOT ENOUGH slow….thinking. System […]

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