Home

AF7

  • The CII AF7 March 2024 Exam in Review

    Posted by on May 30, 2024

    We're looking at the exam paper from the CII's March 2024 sitting of AF7 – the Pension Transfer exam. 

    Brand Financial Training

  • When ‘Guaranteed’ May Not Actually Mean Guaranteed

    Posted by on February 6, 2024

    Here, we discuss a concerning trend where some pension trustees revisit transfer values, demanding repayment years later. This is...

    Brand Financial Training

  • The Pension Protection Fund: A True Lifeboat in Stormy Times

    Posted by on January 30, 2024

    Those studying for the CII R04 and AF7 exam will need a thorough understanding of the Pension Protection Fund...

    Brand Financial Training

  • The CII AF7 September 2023 Exam in Review

    Posted by on January 2, 2024

    We're looking at the exam paper from the CII's September 2023 sitting of AF7 – the Pension Transfer exam. 

    Brand Financial Training

  • Brand Bitesize: Sharpe Ratio

    Posted by on November 14, 2023

    In this Brand Bitesize video, we talk about Sharpe Ratio. This is useful for CII R02, J10, J12, or...

    Brand Financial Training

  • CII Exam Combinations to Consider

    Posted by on November 14, 2023

    For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...

    Brand Financial Training

  • A Triple-Locked Secured Income… But For How Long?

    Posted by on November 7, 2023

    There hasn’t been much good news around for pensioners over the last couple of years, but the State Pension...

    Brand Financial Training

  • Navigating Recent Changes to the Lifetime Allowance, PCLS, and Death Benefits

    Posted by on October 10, 2023

    The legislation to abolish the lifetime allowance has now been formally passed through Parliament. That’s one headache gone… isn’t...

    Brand Financial Training

  • Brand Bitesize: Pension Carry Forward

    Posted by on September 12, 2023

    In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward...

    Brand Financial Training

  • Drawdown Investment Pathways Explained: Essential Knowledge for CII Pensions Exams

    Posted by on July 25, 2023

    Here, we delve into the intricacies of the investment pathways introduced by the Financial Conduct Authority (FCA) within recent...

    Brand Financial Training

  • Exploring Recent Changes to the Pension Commencement Lump Sum

    Posted by on July 4, 2023

    In the ever-changing landscape of pensions, recent developments have shaken up the system, leaving many individuals wondering about the...

    Brand Financial Training

  • Safe Withdrawal Rate Explained

    Posted by on June 13, 2023

    Financial advisers have a crucial role in developing a sustainable withdrawal strategy (i.e., a ‘safe withdrawal rate’ ) for...

    Brand Financial Training

  • The CII AF7 March 2023 Exam in Review

    Posted by on May 30, 2023

    We're looking at the exam paper from the CII's March 2023 sitting of AF7 – the Pension Transfer exam. 

    Brand Financial Training

  • What big pensions shake-up was announced in Spring Budget ’23?

    Posted by on March 21, 2023

    During the spring budget 2023, Chancellor Jeremy Hunt announced the biggest shake-up to the pensions system since the freedoms...

    Brand Financial Training

  • Pensions Tax Relief: What are you being asked?

    Posted by on January 10, 2023

    Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter...

    Brand Financial Training