Our Services

AF1 Personal Tax and Trust Planning

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 closely […]

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AF4 Investment Planning

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. Introducing Michael Pashley, our Investment Rockstar. […]

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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

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 tutors guiding you all the way. Introducing our Pension guru’s John Reynolds, […]

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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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FA2 Pensions Administration

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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Pension Transfers & Planning Advice

CISI Pension Transfers & Planning Advice Expert Pensions is recognised by The Chartered Institute for Securities and Investment as providing appropriate additional learning support for the PTPA qualification. Join our 2-day LIVE, online workshop to add real context to these highly complex pension planning concepts, which will enhance your understanding, and your ability to critically […]

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PCIAM Virtual Workshop

PCIAM Virtual Workshop Expert Pensions is recognised by The Chartered Institute for Securities and Investment as providing appropriate additional learning support for the PCIAM qualification. Join our 3-day LIVE, online workshop designed with interactivity in mind. By attending live, you can ask questions, practice, review and consolidate your learning to be ready for the exam. […]

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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 as providing appropriate additional learning support for the PETR qualification. Access our Case study analysis and join our 2-day LIVE, online workshop to add real context to these highly complex pension planning concepts, which […]

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CPD Masterclasses

CPD Masterclasses Pragmatic, Professional, Adviser based, Structured CPD…the Expert Pensions way All 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 subjects and products that you discuss with your clients. Our CPD sessions have been created […]

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