AF7
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May 13, 2021
The CII AF7 February 2021 Exam in Review
We have been reviewing the CII exam papers from the February 2021 sitting, and this week we're looking at...
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April 27, 2021
The CII Advanced Diploma – The Path of Least Resistance
If you are about to start working your way towards Chartered status, the road ahead can seem pretty daunting....
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March 30, 2021
How to Work Out the Maximum Amount of PCLS Available
In this article, we take a look at how to work out the maximum amount of PCLS available at...
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January 14, 2021
The CII AF7 October 2020 Exam in Review
We have been reviewing the CII exam papers from the October 2020 sitting and this time, it’s the turn...
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December 10, 2020
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December 10, 2020
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December 10, 2020
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December 10, 2020
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October 13, 2020
Looking at Phased Retirement By Way of an Example Calculation
Here, we provide readers with a useful example regarding phased annuity purchase - perfect for your CII R04, J05,...
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September 29, 2020
The CII AF7 July 2020 Exam in Review
We have been reviewing the CII exam papers from the July 2020 sitting and this time, it’s the turn...
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September 1, 2020
Taking a Closer Look at Lifetime Annuities
In our last four articles on pension decumulation, we took a look at the drawdown and uncrystallised funds pension...
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August 25, 2020
Pensions and Death Benefits
In our last three articles on pension decumulation, we looked at drawdown and uncrystallised funds pension lump sum (UFPLS)...
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July 28, 2020
A Look at the Uncrystallised Funds Pension Lump Sum (UFPLS)
In this second post in our series on pension decumulation, we will be looking at a triumph for the...
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July 21, 2020
Pension Flexibility – The Drawdown Regime
This is the first in a series of posts regarding pension decumulation. Those sitting the CII AF7, R04, or...
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May 12, 2020
9 Ways to Increase Your Chances of Passing Your CII Written Exam
With some written exams back on track for July and the rest in October, it’s time to think about...















