AF7 Exam Support

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

Important Update 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 […]

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

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

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 […]

Learn More

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 […]

Learn More

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 […]

Learn More

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 […]

Learn More