AF7 Exam Support

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 […]

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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 […]

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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 […]

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My Journey to Chartered by Duncan Cook Chartered Financial Planner

Like many financial advisers, I have for some time, harboured an ambition to become a Chartered Financial Planner. I even went as far as ordering the CII AF3 (Pension Planning) workbook, more than once but never really got down to any meaningful study. There always seemed to be a valid reason to start some other […]

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April 2019 AF7 Exam Analysis by John Reynolds

It was a beautiful sunshine-soaked day in the Scottish Highlands in Perth and I’m ready to sit the AF7 exam. Yes, I’ve done a couple before, but with this new exam, I am still curious as to how it’s presented to us and how best to tackle it – and that’s best done in the […]

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As one exam session ends another one begins

As we wish the very best of luck to everyone who is taking their exams next week, we are already looking forward to welcoming our new students for the October 2019 session. The dates you need to know are as follows: 7th October AF1 8th October AF4 and AF7 9th October AF5 The table below shows the CII […]

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What is the CII Examiner really looking for?

When it comes to that all-important exam day, you might find that there is a BIG difference between absorbing the information you need and then putting what you have learnt into practice…in the time given in the exam. Being able to deliver word-perfect factual information in the context of a case-study you will see for […]

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Thousands of state pensions to be cut in government reconciliation exercise by Andrew Houghton

A number of pensioners may be in line for an unpleasant surprise in the latest instalment of the state pension reconciliation saga. As some of you may be aware, the Government’s reconciliation service was aimed at allowing occupational pension scheme providers to reconcile their records with those of HMRC. To start at the beginning, those […]

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Action Learning – NHS Masterclass by John Reynolds

As a chartered financial adviser, how many conversations have you had about AA and LTA this year? How many of those are from members of the biggest pension scheme in the UK? A pension scheme with over 1.5 million employed active members? The fifth biggest employer in the world. With a large number of high-earners […]

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How to catch up on your studies if you have fallen behind

For some reason this week we have seen a slight drop in the number of ESQ’s being submitted and whilst this is not unusual (half term week, half way point, motivation drops a little or perhaps you are just feeling overwhelmed with your studies).  We’ve all been there and have experienced times when the studying […]

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