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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 […]

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Too Big to Fail: The Dark Side of Regulation by Michael Pashley

Disclaimer: Please note that this article contains potentially controversial views that don’t necessarily represent those of Expert Pensions or its associates, and has been written to entertain, inform, and to promote good-spirited debate around the subject. Ever heard the phrase “too big to fail”? My guess is you have, and you probably attribute it to […]

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What are CII Qualifications? By Michael Pashley

What is the CII? The Chartered Insurance Institute (CII) is a professional body for the financial planning and insurance industries, with global network of over 100,000 members in 150 countries. The financial planning division of the CII is called the Personal Finance Society (PFS) [1]. Within the financial planning industry, “CII” and “PFS” are often used […]

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My MSc is nearing completion….

I am entering the final phase of my MSc. And I’m asking your help to fill in my final questionnaire. I’d really appreciate if you could spare 5 mins to complete the survey and help me reach my target of 500. This will give me some great data to analyse about your cognitive learning behaviour. […]

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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 (read more here). This year it’s going to be AF4 in April […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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