AF3
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January 23, 2018
The October 2017 Exam Paper Review for CII AF3
It’s the turn of the (almost extinct) CII AF3 Pension Planning module and the scrutiny of the October 2017...
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October 31, 2017
The Two Pools Approach to Asset Allocation
This article is helpful to those studying for their CII AF1, AF5, R04 and R06 exams. It outlines the...
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July 11, 2017
April 2017’s CII AF3 exam was unsurprisingly challenging – but fair
It’s time to focus our attention on the CII AF3 Pension Planning module, as we scrutinise the April 2017...
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October 4, 2016
Making the Tapered Pension Allowance a Little Clearer
This week, we look at the tapered pension annual allowance for high earners. Anyone studying AF3, R04 or J05...
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September 20, 2016
Low-Earners Stop Up the Gaps with Voluntary NICs
In this article, we look at the National Insurance Contributions, which can be made by those who have gaps in their...
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July 7, 2016
The CII AF3 Exam: Plan Carefully to Tackle this Challenge – April 2016 Exam Review
In 2015, the CII reported that just over 31% of delegates passed the AF3 exam; 2014 wasn’t much better with...
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April 26, 2016
Sitting on the Fence and Getting the Best of Both Worlds
This article discusses defined benefit scheme pension splitting as a flexible option for pension savers – of interest to...
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March 2, 2016
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January 26, 2016
New Manual for CII R04 – What’s New, in a Nutshell
Anyone studying for the CII R04 Pensions and Retirement exam will have received a new manual from the CII...
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October 20, 2015
Reporting on Pensions Freedom – Hefty Fines for the Unaware
According to reports, the new pensions freedoms have resulted in £1.8 billion being withdrawn from pension funds – and...
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July 28, 2015
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July 24, 2015
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July 24, 2015
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July 23, 2015