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AF7

  • Brand Bitesize: Defined Benefit Commutation Factor

    Posted by on December 13, 2022

    For those who are studying for any of the CII's R04, J05, or AF7 exams, this might be a...

    Brand Financial Training

  • The CII AF7 September 2022 Exam in Review

    Posted by on December 1, 2022

    We're looking at the exam paper from the CII's September 2022 sitting of AF7 – the Pension Transfer exam. 

    Brand Financial Training

  • Looking at the Link Between Inflation and Interest Rates

    Posted by on October 11, 2022

    In this article, we look at the link between inflation and interest rates, and how they both impact investments....

    Brand Financial Training

  • Brand Bitesize: Phased Annuity Purchase

    Posted by on August 9, 2022

    Are you in the later stage of your revision for the CII AF7, AF5, J05, or R04 exam? This...

    Brand Financial Training

  • A Look at Recent Past Papers for the CII AF7 Exam

    Posted by on June 28, 2022

    In this article, we are taking a quick look at the questions asked in the last four exam papers...

    Brand Financial Training

  • Brand Bitesize: Tapered Annual Allowance

    Posted by on June 14, 2022

    Are you a visual learner who is studying toward the CII's AF1, AF5, AF7, J05, R04 or R06 exams?...

    Brand Financial Training

  • The CII AF7 February 2022 Exam in Review

    Posted by on May 12, 2022

    We're looking at the exam paper from the CII's February 2022 sitting of AF7 – the Pension Transfer exam. 

    Brand Financial Training

  • Who wants to be a millionaire?

    Posted by on March 15, 2022

    This article provides an example showing how the Lifetime Allowance (LTA) for pensions savings would affect someone who is...

    Brand Financial Training

  • Are you working towards RQF Level 6?

    Posted by on February 8, 2022

    Many advisers, paraplanners, and other financial services professionals are choosing to extend their qualifications beyond the diploma (RQF Level...

    Brand Financial Training

  • The CII AF7 September 2021 Exam in Review

    Posted by on January 13, 2022

    We're looking at the exam paper from the CII's September 2021 sitting of AF7 – the Pension Transfer exam. 

    Brand Financial Training

  • Understanding the Rules Surrounding State Pension Deferral

    Posted by on January 11, 2022

    An exam question on State pension deferral is often a possibility if the client in one of your R06...

    Brand Financial Training

  • Paul Hughes, the PPF, and the practical implications going forward

    Posted by on December 14, 2021

    If you’re wondering who Paul Hughes is then you’re probably not alone. Most pension scheme members have probably never...

    Brand Financial Training

  • How to Protect Pension Savings with Individual and Fixed Protection

    Posted by on October 5, 2021

    This article looks at how you can protect existing savings or future pension savings by using Individual and Fixed...

    Brand Financial Training

  • Changes to the CII’s Pension Transfer Advice Qualification

    Posted by on August 31, 2021

    This article is relevant to those studying for, or who have previously achieved, the CII’s Certificate in Pension Transfer...

    Brand Financial Training

  • The CII AF7 April 2021 Exam in Review

    Posted by on July 15, 2021

    We have been reviewing the CII exam papers from the April 2021 sitting, and this week we’re looking at AF7...

    Brand Financial Training