Auto enrolment made simple

16 March 2016 Budget Summary

Looking for a quick and authoritative budget summary: Remember, we are living in a parallel universe until 14 April 2016. This doesn’t exist until 14 April – for all those sitting AF exams in April……so download, save and retain. Then get back to 2015/16 tax year…

Learn More

Is the lazy controller beating you?

I headed down to Manchester yesterday to start my MSc adventure. (I’ll tell you more about that at a later date), but whilst I was down there, I delivered a little presentation for the CII PFS group of Insurance Institute of Manchester. It was on exam technique (specifically about the AF exams). I thought it […]

Learn More

CII exams 2015: April 2015 CII AF4 exam booked

If you are thinking about sitting an AF exam in April, time to decide from the CII exams 2015. I’ve just booked the CII AF4 exam for April 2015. I like to sit the AF3 and/or AF4 exam at least once a year This year it’s going to be AF4 in April and AF3 exam […]

Learn More

CII AF exam support: 1000 unique, topical and instantly available answers

Where else can you get access to over 200 exam topics and a 1000 replies? Every single one specifically and only about the CII AF exams? Save yourself hours of searching for an answer about the CII AF1 exam, AF3 exam, AF4 exam or AF5 exam. Every one original, unique, timely, topical and instantly available […]

Learn More

Does it matter the money comes from the DB scheme or the SIPP?

Following from my recent post and para-post on LinkedIN, Henry Tapper posted a question for me here: https://www.linkedin.com/pulse/db-dc-what-question-john-reynolds?trk=prof-post Here’s my answer (linkedIN wouldn’t let me post it): ”Henry, now now…check the financial advice given by a regulated pension transfer specialist authorised to give advice on DB transfers and given permissions by FCA? Trustees to check […]

Learn More

What the model answer doesn’t show you

If you’re studying for the AF1 exam (or even the AF3 exam, or AF4 exam or AF5 exams), you will have noticed by now that you’re likely to be asked one or two calculation questions. If you’ve looked at any past papers or if you are following our structured study plan, you can’t fail to […]

Learn More

Study schedule alert: week 2 already!

Lots of of you ask questions about the weekly study schedule for the exam. Without exception, you think it’s a good idea. What does it look like? Well, here’s this week’s email; they are sent out every Tuesday and this week is the 2nd week already! Weekly study Schedule: week 2 This email is reminding […]

Learn More

Planning for a successful April 2015? It all starts tomorrow…

Happy New Year and all the very best for 2015. This is a momentous year for pensions; 2015 will be a great year for pension advisers. Like you, since the new pension flexibility rules were outlined in October, I’ve spent some time analysing the technical detail and the implications. I’ve seen all the pictures of […]

Learn More