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  • Friday Five Focus on Taxation – 5 Questions in 5 Minutes – 18 Apr 2025

    Posted by on April 18, 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Taxation; this is useful as you prepare for the CII's R03 or AF1 exams. The challenge is for you to answer them in 5...

    Brand Financial Training

  • The Workings of the Money Purchase Annual Allowance (MPAA)

    Posted by on April 15, 2025

    In this article, we discuss the Money Purchase Annual Allowance (MPAA), a restriction on pension contributions that applies once benefits have been accessed flexibly. We explore how it works, when it is triggered, and its implications for pension planning. This is useful reading as part of your preparation for...

    Brand Financial Training

  • Friday Five Focus on Investments – 5 Questions in 5 Minutes – 11 Apr 2025

    Posted by on April 11, 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Investments; this is useful as you prepare for the CII's R02, AF4, or J10 exams. The challenge is for you to answer them in...

    Brand Financial Training

  • Newsletter for April 2025

    Posted by on April 8, 2025

    Here's an update on all that's news at Brand Financial Training.

    Brand Financial Training

  • Understanding the Latest QROPS Changes and Overseas Transfer Rules

    Posted by on April 8, 2025

    In this article, we look at recent changes to Qualifying Recognised Overseas Pension Schemes (QROPS) - useful reading for those studying for any of the CII R04, J05, or AF7 exams.

    Brand Financial Training