AF7
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October 17, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 17 Oct 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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September 23, 2025
2028 Protection Explained: Key Facts for CII Exam Preparation
In this article, we look at 2028 protection, which is a form of transitional protection that will apply in...
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September 12, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 12 Sep 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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September 9, 2025
Brand Bitesize: Understanding Phased Annuity Purchase
In this Brand Bitesize video, we break down Phased Annuity Purchase – a key retirement income option often tested...
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August 8, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 8 Aug 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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July 4, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 4 July 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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May 30, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 30 May 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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May 29, 2025
The CII AF7 March 2025 Exam in Review
We're looking at the exam paper from the CII's March 2025 sitting of AF7 – the Pension Transfer exam.
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April 25, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 25 Apr 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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April 15, 2025
The Workings of the Money Purchase Annual Allowance (MPAA)
In this article, we discuss the Money Purchase Annual Allowance (MPAA), a restriction on pension contributions that applies once...
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April 8, 2025
Understanding the Latest QROPS Changes and Overseas Transfer Rules
In this article, we look at recent changes to Qualifying Recognised Overseas Pension Schemes (QROPS) - useful reading for...
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March 21, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 21 Mar 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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March 4, 2025
Small Pots vs Trivial Commutation: How to Withdraw Small Pension Amounts Efficiently
For those with modest pension savings, navigating how to access funds in retirement can be confusing. In this article,...
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February 18, 2025
A Look at Recent Past Papers for the CII AF7 Exam – February 2025
In this article, we are taking a quick look at the questions asked in the last four exam papers...
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February 14, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 14 Feb 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
