LIBF PETR

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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 […]

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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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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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