AF7 Exam Support

Too Big to Fail: The Dark Side of Regulation by Michael Pashley

Disclaimer: Please note that this article contains potentially controversial views that don’t necessarily represent those of Expert Pensions or its associates, and has been written to entertain, inform, and to promote good-spirited debate around the subject. Ever heard the phrase “too big to fail”? My guess is you have, and you probably attribute it to […]

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Winter Wonderland – A risk worth taking? by John Reynolds

What does this picture make YOU feel? This picture was taken by one of our ex-students: it’s a person skating on a frozen Loch above Aberfeldy in Scotland on 2 February 2019 (Saturday past). [Photo taken by Andrew Macintyre, Director and Chartered Financial Planner, Macintyre Wealth Management Ltd] It was published on social media and it […]

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Government facing £4bn final salary pension shortfall after losing appeal in the courts by Andrew Houghton

It has emerged that the Government may be obliged to pay out an additional £4bn per annum following a December age discrimination ruling relating to public sector pensions. The ruling concerned changes made to the pension rights of a group of judges and firefighters following the 2015 pension reforms. The coalition Government in power at […]

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What is a Pension Transfer Value?

In order to understand this, you first need to understand that there are two types of pensions in the UK: defined contribution pensions, and defined benefit pensions [1]. Defined Contribution Pensions Defined contribution pensions are like savings accounts. Money is saved into the pension and invested into assets such as company shares and bonds. The […]

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Pension cold calling ban comes into effect by Andrew Houghton

The long-awaited ban on pension cold calling came into effect on Wednesday (9th January 2019). As those who have been following closely may remember, yours truly commented back in July that it was time to cut to the chase on this matter rather than introducing protracted further discussions. In a welcome move, the legislators appear […]

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What Qualifications do I need to be a Financial Adviser? By Michael Pashley

If you’re reading this, you may be considering a change in career.  Congratulations on taking the first step. We can see why you’d consider becoming a financial adviser: the freedom and flexibility to work from home, choose your own hours, and realise true job satisfaction by helping your clients achieve their financial goals. If this […]

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What are CII Qualifications? By Michael Pashley

What is the CII? The Chartered Insurance Institute (CII) is a professional body for the financial planning and insurance industries, with global network of over 100,000 members in 150 countries. The financial planning division of the CII is called the Personal Finance Society (PFS) [1]. Within the financial planning industry, “CII” and “PFS” are often used […]

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It’s FREE, it’s good and you don’t want to miss it – Introduction to AF7 and AF4

Our aim  is to treat all of our students as individuals by providing a blended online learning package designed to engage and guide you towards success.  Our Experts are here to coach and mentor you towards a successful outcome.  We build a strong foundation, a starting point to help you be more organised, manage your […]

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Do you want to PASS your next exam?

The results are well and truly in and having done some preliminary investigations, it’s clear that there is a HUGELY positive correlation with COMPLETING our structured study plans and passing the exams: it could be greater than 80% correlation and that’s massive. It builds on the research done by Expert Pensions and Manchester Metropolitan University […]

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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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