AF7 Exam Support

Big changes ahead – Are you Ready? by John Reynolds

50 in 2020 CPD is in the news, as I am sure you are well aware. CP19/25 is a seminal paper. It will have implications far beyond the immediate defined benefit pension transfers (DB TV) taking place: far, far beyond and for years to come. If you haven’t read CP19/25 I’d suggest you start reading […]

Learn More
libf-logo

How to avoid making costly mistakes in your LIBF PETR exam

Expert Pensions are the ONLY external training provider recognised by The London Institute of Banking & Finance (LIBF) as providing appropriate additional learning support for the PETR qualification. LIBF is the awarding body for PETR and it meets FCA requirements for providing pensions advice. Access our Case study analysis combined with our online structured study […]

Learn More

WHY IS THIS THURSDAY IMPORTANT?

Been on holiday? Put off your study? Is the dust gathering on your AF7 text book? If yes, then don’t worry help is at hand as you are not too late to join us. This Thursday we are broadcasting LIVE with our first virtual workshop as part of our AF7 structured study plan. John will […]

Learn More

Changes to tax-free-cash from PPF: Update by John Reynolds

We’re in full flow with our AF7 Pension Transfers structured study plan now – working toward the CII AF7 exam on 8th October (I’ve just registered for the exam – and you should seriously be thinking about registering for your exam, before too much longer). A key part of the exam (and thus our structured […]

Learn More

The Big Sing A Long with Expert Pensions Festival of Learning

Forget Glastonbury, Boardmasters, Trnsmt and Download Expert Pensions are bringing you a summer of learning. A festival designed for everyone but where ultimately, we are all going to be singing from the same song sheet. Our festival is designed for lifelong learning where We get to know you, We study with you, We share your […]

Learn More

CII AF7 April 2019 Exam – How to Answer the APTA question

  Question 6 in the AF7 April 2019 exam asked you to identify the relevant factors when considering the appropriateness of Simon transferring his defined benefit pension scheme. This question asked you to do three things: Understand the list of factors which could be relevant for APTA (your EPL Structured study notes) Understand/read the case […]

Learn More

Cashflow Modelling – What you need to know

Painting your retirement picture It’s one thing to read about how big a blue whale is, but it’s another thing entirely to stand next to one: Ultra HD TV just doesn’t do it justice, compared to the real thing. It really helps our understanding when we see concrete examples of things that we might only […]

Learn More

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

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 […]

Learn More

CII Results – What Next?

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 […]

Learn More

The CII Route to Chartered – How long will it take me and what are the best options?

To achieve the Advanced Diploma, you need to accumulate 290 CII credits. If you hold the Level 4 Regulated Diploma, you have earned 100 credits and therefore have a 190 credit shortfall. I won’t go into detail here, but you will need a minimum 4 Advanced Diploma modules which total 120 credits, plus gap-fill from […]

Learn More