CII

When you fail to read the question properly in the Exam – AF4 April 2019 Question 1(C)

  Rule #1 – Don’t get caught short ‘It’s okay to invest because I can always get my money back if I want it’. Or so the theory goes. It’s a generally accepted rule in financial planning that anyone committing to a market-linked investment should generally be prepared to do so for at least a […]

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5 things to watch when setting up an LPA – useful CPD for anyone studying AF1

Maximise your study time Revision and exam time can be a stressful affair. There are no magic spells or powerful potion books. The best we can do is to equip students in a way to boost your memory, maximise your concentration and fan the fire of your studying motivation: https://www.ftadviser.com/your-industry/2019/09/10/five-things-to-watch-out-for-when-setting-up-an-lpa/

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Understanding and Answering an AF7 April 2019 Exam Question

Revision Study Tip Question 3 of the April 2019 asked you to explain why the client (in this case, Dennis) was unable to benefit from any currently available form of transitional protection. This one has come up previously, in the October 2017 sitting. There is every prospect of it coming up again. The syllabus requires […]

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Why choose AF8 and why do so many fail assignment 3?

Welcome to our AF8 podcast series. John and I are going to talk you through the why, how and what I am letting myself in for! Click on each link as guide you through AF8 and ensure that you have all the information you need before you tackle this Level 6 exam: Why and how […]

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Big changes ahead – Are you Ready? by John Reynolds

50 in 2020 CPD is in the news, as I am sure you are well aware. CP19/25 is a seminal paper. It will have implications far beyond the immediate defined benefit pension transfers (DB TV) taking place: far, far beyond and for years to come. If you haven’t read CP19/25 I’d suggest you start reading […]

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Inheritance tax – What does the future hold?

Often described as the most ‘unpopular tax’ inheritance tax seems to be perceived as unfair for many different reasons. Can this tax be simplified? The Chancellor asked the Office of Tax Simplification (OTS), an independent statutory body, to review the tax 18 months ago. As a result recommendations made recently will undoubtedly cause some ripples […]

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What are the Secrets of Successful AF5 Studying?

The best investment you will make is to have the right resources.  Expert Pensions have the right tools and the right techniques so that you can finish the job in style! Our Study Plan and Video Tutorials provide expert advice on developing all of the skills and practices you need to successfully pass. If you […]

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WHY IS THIS THURSDAY IMPORTANT?

Been on holiday? Put off your study? Is the dust gathering on your AF7 text book? If yes, then don’t worry help is at hand as you are not too late to join us. This Thursday we are broadcasting LIVE with our first virtual workshop as part of our AF7 structured study plan. John will […]

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Changes to tax-free-cash from PPF

PPF (Pension Protection Fund) We’re in full flow with our AF7 Pension Transfers structured study plan now – working toward the CII AF7 exam on 8th October (I’ve just registered for the exam – and you should seriously be thinking about registering for your exam, before too much longer). Most importantly, a key part of […]

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How to answer an AF1 exam style question

It’s exam day. You are sitting in the exam hall, waiting with anticipation to get your hands on that all important exam paper. You have studied hard, jam packed a whole heap of information into your brain and practiced until your pens had run dry. But now it’s time to nail this and show the […]

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