- August 4, 2020
State Pension – The New and the Old
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.
- July 31, 2020
Monthly Roundup for July 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.
- July 31, 2020
Friday Five – 31 July – 5 Questions in 5 Minutes
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.
- July 28, 2020
A Look at the Uncrystallised Funds Pension Lump Sum (UFPLS)
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...
- July 24, 2020
Friday Five – 24 July – 5 Questions in 5 Minutes
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.
