AF7
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July 21, 2026
Pensions and IHT – Liability and Impact
This article looks at recent guidance issued by His Majesty’s Revenue & Customs (HMRC) on the imposition of inheritance...
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June 19, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 19 Jun 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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June 9, 2026
Brand Bitesize: Maximum Tax Relievable Pension Contributions
Understanding the maximum tax-relievable pension contribution is a key area of the CII R03 Personal Taxation syllabus and regularly...
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June 9, 2026
Learning About the Money Purchase Annual Allowance (MPAA)
In this article, we will be looking at the Money Purchase Annual Allowance (MPAA). Those sitting the CII R04,...
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May 15, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 15 May 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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May 14, 2026
The CII AF7 March 2026 Exam in Review
We're looking at the exam paper from the CII's March 2026 sitting of AF7 – the Pension Transfer exam.
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April 14, 2026
A Transition and Then Some: Tax-Free Cash After the Lifetime Allowance
When pension rules change, it’s rarely just the headline reform that matters. The detail – particularly transitional provisions –...
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April 10, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 10 Apr 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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March 31, 2026
A Look at Recent Past Papers for the CII AF7 Exam – March 2026
In this article, we are taking a quick look at the questions asked in the last four exam papers...
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March 6, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 6 Mar 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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January 30, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 30 Jan 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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December 26, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 26 Dec 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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December 16, 2025
The CII AF7 September 2025 Exam in Review
We're looking at the exam paper from the CII's September 2025 sitting of AF7 – the Pension Transfer exam.
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November 21, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 21 Nov 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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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,...
