AF7 Exam Support

Last minute study tips for PETR, MANI and PCIAM students by Michael Pashley

Michael Pashley has been sharing some all important last minute study tips to take you into the exam and across those goal posts: PCIAM candidates, remember – Tackle section A first (easiest), then section C (middle), then finally section B (hardest). Remember to critically analyse and critically evaluate using your S/A/E paragraph structure. Remember to […]

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What to do when your results come out

After all the hard work, determination and preparation you put in to working towards an exam you can totally appreciate the stress that comes with managing your time, doing the revision, sitting the exam and THEN waiting for those all important results! Exam results matter and they play a big part in what we do […]

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The CII 2019 exam dates have been released!

The CII have released their 2019 exam dates so time to mark out your diaries and get ahead of the game! We are currently planning and designing the Expert Pensions smart study schedule all designed with exam success in mind. When you sit any exam you need to have your time planned out, you need […]

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When good enough is NOT good enough for you – Because you want to be the best

There are no secrets to success. But with preparation, hard work and a little help from us we can maximise your chances. The April 2019 exams will soon be upon us and we will be working our magic sorting, organising, filtering, prioritising and planning your study to maximise your exam success. We thought it would […]

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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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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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Enhanced Transfer Values – A Double Edged Sword? By Andrew Houghton

It’s one of those situations that sounds great in theory. OK Mr Jones, so here’s what your pension is on an annual basis.  Here’s what we’ve calculated that it is worth as a lump sum. But guess what, because we’re such nice guys, we don’t want to give you that (with apologies to Chris Tarrant). Oh […]

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