#Financialplanning

Pay Attention(!) – Why the Staveley Case is so important for advisers

John Reynolds MSc BSc FPFS Chartered FCSI takes a look at this important case and why it is imperative that Advisers pay attention to the developments surrounding it. Background This case dates back to 2005/2006. Where Mrs Staveley, after a particularly bitter divorce, transferred a portion of a pension she had set up with her […]

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Hey Boo – Let’s take the scary stuff out of studying – Five Frequently Asked Questions

It worries me that I will may not be able to complete it easily We’re not going to lie – It’s not going to be an easy process! But with the help of the Expert Pensions team and the study resources available to you we will ensure that we make your studying time pay. We […]

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CII AF8 – Time to tackle a different approach?

AF8 is not what you would expect if you are comparing it to other CII AF exams. Instead of sitting a 3 hour written paper you will be tackling three assignments over a 12 month period. The pass rate for this exam is currently 76% and successful completion is where you obtain a minimum of […]

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Take a closer look at the CII AF7 October 2019 Exam with John Reynolds

CII AF7 October 2019 Exam Time to join John Reynolds as he talks us through his thoughts on the CII AF7 October 2019 exam. John knows the importance of effective personal development and it becomes increasingly important when you are teaching others. By sitting this exam not once, not twice but four times John can […]

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CII Exam Planning – 4 Key Facts

As one exam session closes another session opens and it’s all about being ahead of the game.  Plan, prepare, practice and perform. Studying for a qualification can sometimes be quite daunting, especially if you’ve been out of formal education for a while.  However, if you take the time to plan your exam journey properly then […]

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Our Top 10 Predictions for the CII AF1, AF4 and AF7 Exams

Top 10 Predictions Our Experts have been crunching all the data and they have come up with their top 10 predictions for next weeks CII AF1, AF4 and AF7 exams. Whilst we can’t guarantee that every tip will show up, all of our predictions are shared in good faith and we hope that it will […]

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Sequencing Risk – October 2018 AF4 Past Paper Question Review

Sequencing risk Most financial planners have heard of the term. A number could give a fairly decent attempt at an explanation of it. Could you answer a ten mark exam question on it? That’s a slight exaggeration in this instance as the question in the October 2018 paper was only worth 5 marks (interestingly, it […]

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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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