Our Services

AF1 Personal Tax and Trust Planning

AF1 Structured Study Plan A comprehensive study support and structured plan that we have put together for you. There is nothing in the UK market which offers all of this in one place under one plan. You have a personal tutor guiding you all the way. An expert who knows the exam and works very […]

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AF4 Investment Planning

AF4 Structured Study Plan A comprehensive study support and structured plan that we have put together for you. There is nothing in the UK market which offers all of this in one place under one plan. You have a personal tutor guiding you all the way. You have a personal tutor guiding you all the […]

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AF5 Financial Planning Process

Structured Study Plan A comprehensive study support and structured plan that we have put together for you. There is nothing in the UK market which offers this level of support for the AF5 Financial Planning exam. You have a personal tutor guiding you all the way. An expert who knows the exam and works very […]

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AF7 Pension Transfers

 AF7 Structured Study Plan We can’t squeeze any more into the comprehensive study support and structured plan that we have put together for you. There is nothing in the UK market which offers everything in one place under one plan. You have a personal tutor guiding you all the way. We know what it […]

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AF8 Retirement Income Planning

Structured Study Plan Welcome to your Ultimate AF8 Structured Study Plan. This is a comprehensive blended-learning solution combining PDF downloads and videos which are written, presented, and supported by some of the best pension trainers and technicians in the UK. You also have access to our expertise via our online forum, with our pension specialists […]

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R01 Regulations and Ethics

Level 4 Exams A comprehensive study support and structured plan that we have put together for you. Designed and delivered by experts who you can access and ask questions via our forum. We know what it looks like and we will point you in the right direction. Our success is proven and the destination is […]

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R02 Investment Principle and Risk

Level 4 Exams A comprehensive study support and structured plan that we have put together for you. Designed and delivered by experts who you can access and ask questions via our forum. We know what it looks like and we will point you in the right direction. Our success is proven and the destination is […]

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R03 Personal Taxation

Level 4 Exams A comprehensive study support and structured plan that we have put together for you. Designed and delivered by experts who you can access and ask questions via our forum. We know what it looks like and we will point you in the right direction. Our success is proven and the destination is […]

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R04 Pensions and Retirement Planning

Level 4 Exams A comprehensive study support and structured plan that we have put together for you. Designed and delivered by experts who you can access and ask questions via our forum. We know what it looks like and we will point you in the right direction. Our success is proven and the destination is […]

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R05 Financial Protection

Level 4 Exams Your Plan A comprehensive study support and structured plan that we have put together for you. Designed and delivered by experts who you can access and ask questions via our forum. We know what it looks like and we will point you in the right direction. Our success is proven and the […]

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R06 Financial Planning Practice

R06 Financial Planning Practice

A comprehensive case study analysis we have put together for you. Designed and delivered by experts who you can access and ask questions via our forum. We know what it looks like and we will point you in the right direction. Our success is proven and the destination is clear. Our R06 exam support includes: […]

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PCIAM Study Plan

PCIAM Study Plan Expert Pensions training course and study materials have been endorsed by The Chartered Institute for Securities and Investment (CISI). This means they have been reviewed and judged to be of high quality and relevance to CISI members. We have designed our PCIAM course to compliment the study text and resources which are […]

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Pension Transfers (PETR)

  LIBF Pension Transfers (PETR) Expert Pensions is the ONLY external training provider recognised by The London Institute of Banking & Finance (LIBF) as providing appropriate additional learning support for the PETR qualification. LIBF is the awarding body for PETR and it meets FCA requirements for providing pensions advice. Access our Case study analysis combined […]

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Drawdown & Retirement Investment Proposition Masterclass

Structured CPD…the Expert Pensions way. Adviser based learning and knowledge relevant to your profession, which we are expert in and where we know we can add value. Our Masterclasses are designed with you and your clients in mind. This is not about ticking a box, this is to develop your technical and practical understanding of […]

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Investment Bonds Masterclass

Structured CPD…the Expert Pensions way. Adviser based learning and knowledge relevant to your profession, which we are expert in and where we know we can add value. Our Masterclasses are designed with you and your clients in mind. This is not about ticking a box, this is to develop your technical and practical understanding of […]

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IHT Masterclass

Structured CPD…the Expert Pensions way. Adviser based learning and knowledge relevant to your profession, which we are expert in and where we know we can add value. Our Masterclasses are designed with you and your clients in mind. This is not about ticking a box, this is to develop your technical and practical understanding of […]

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Pension Transfer Masterclass

Structured CPD…the Expert Pensions way. Adviser based learning and knowledge relevant to your profession, which we are expert in and where we know we can add value. Our Masterclasses are designed with you and your clients in mind. This is not about ticking a box, this is to develop your technical and practical understanding of […]

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AA & LTA (NHS Case Study) Masterclass

Structured CPD…the Expert Pensions way. Adviser based learning and knowledge relevant to your profession, which we are expert in and where we know we can add value. Our Masterclasses are designed with you and your clients in mind. This is not about ticking a box, this is to develop your technical and practical understanding of […]

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