CII

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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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 […]

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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 […]

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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 […]

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