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  • State Pension – The New and the Old

    Posted by on August 4, 2020

    State Pension rose its head in one of the recent R06 case studies, so here are the details for both the pre- and post-2016 schemes. This is useful reading for those who are studying for any of the CII AF1, AF5, CF1, R01, R03, R04, R05, or R06 exams.

    Brand Financial Training
  • Monthly Roundup for July 2020

    Posted by on July 31, 2020

    This Monthly Roundup allows you to see, at a glance, what articles have been posted on the Brand Financial Training Blog in July, and you can simply click on any that are of interest to you.

    Brand Financial Training
  • Friday Five – 31 July – 5 Questions in 5 Minutes

    Posted by on July 31, 2020

    A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams. The challenge is for you to answer them in 5 minutes.

    Brand Financial Training
  • A Look at the Uncrystallised Funds Pension Lump Sum (UFPLS)

    Posted by on July 28, 2020

    In this second post in our series on pension decumulation, we will be looking at a triumph for the Plain English Department in the Treasury – the uncrystallised funds pension lump sum aka the UFPLS. Those sitting the CII R04, AF7 or J05 should find this post particularly useful...

    Brand Financial Training
  • Friday Five – 24 July – 5 Questions in 5 Minutes

    Posted by on July 24, 2020

    A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams. The challenge is for you to answer them in 5 minutes.

    Brand Financial Training