AF7
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February 6, 2024
When ‘Guaranteed’ May Not Actually Mean Guaranteed
Here, we discuss a concerning trend where some pension trustees revisit transfer values, demanding repayment years later. This is...
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January 30, 2024
The Pension Protection Fund: A True Lifeboat in Stormy Times
Those studying for the CII R04 and AF7 exam will need a thorough understanding of the Pension Protection Fund...
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January 2, 2024
The CII AF7 September 2023 Exam in Review
We're looking at the exam paper from the CII's September 2023 sitting of AF7 – the Pension Transfer exam.
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November 14, 2023
Brand Bitesize: Sharpe Ratio
In this Brand Bitesize video, we talk about Sharpe Ratio. This is useful for CII R02, J10, J12, or...
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November 14, 2023
CII Exam Combinations to Consider
For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...
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November 7, 2023
A Triple-Locked Secured Income… But For How Long?
There hasn’t been much good news around for pensioners over the last couple of years, but the State Pension...
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October 10, 2023
Navigating Recent Changes to the Lifetime Allowance, PCLS, and Death Benefits
The legislation to abolish the lifetime allowance has now been formally passed through Parliament. That’s one headache gone… isn’t...
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September 12, 2023
Brand Bitesize: Pension Carry Forward
In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward...