LIBF PETR

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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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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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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Worth Noting by Andrew Houghton

Andrew Houghton has highlighted a recent interesting case which may be of particular interest to students studying for AF1 or JO2 as well as those taking AF7, AF8, PETR or PTPA. This ruling will have significant ramifications for pension scheme trustees contemplating using powers set out in the scheme rules going forwards. On the face […]

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