AF8

August 1, 2023
Assessing Net Worth and Making Informed Recommendations Using a Net Asset Statement
Posted by The Team at Brand Financial Training on August 1, 2023
For candidates preparing for their CII R06 or AF5 exams, understanding a client's net asset statement provides a comprehensive...
July 25, 2023
Drawdown Investment Pathways Explained: Essential Knowledge for CII Pensions Exams
Posted by The Team at Brand Financial Training on July 25, 2023
Here, we delve into the intricacies of the investment pathways introduced by the Financial Conduct Authority (FCA) within recent...
July 4, 2023
Exploring Recent Changes to the Pension Commencement Lump Sum
Posted by The Team at Brand Financial Training on July 4, 2023
In the ever-changing landscape of pensions, recent developments have shaken up the system, leaving many individuals wondering about the...
June 13, 2023
Safe Withdrawal Rate Explained
Posted by The Team at Brand Financial Training on June 13, 2023
Financial advisers have a crucial role in developing a sustainable withdrawal strategy (i.e., a ‘safe withdrawal rate’ ) for...
January 10, 2023
Pensions Tax Relief: What are you being asked?
Posted by The Team at Brand Financial Training on January 10, 2023
Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter...
March 15, 2022
Who wants to be a millionaire?
Posted by The Team at Brand Financial Training on March 15, 2022
This article provides an example showing how the Lifetime Allowance (LTA) for pensions savings would affect someone who is...
February 8, 2022
Are you working towards RQF Level 6?
Posted by The Team at Brand Financial Training on February 8, 2022
Many advisers, paraplanners, and other financial services professionals are choosing to extend their qualifications beyond the diploma (RQF Level...
April 27, 2021
The CII Advanced Diploma – The Path of Least Resistance
Posted by The Team at Brand Financial Training on April 27, 2021
If you are about to start working your way towards Chartered status, the road ahead can seem pretty daunting....
October 13, 2020
Looking at Phased Retirement By Way of an Example Calculation
Posted by The Team at Brand Financial Training on October 13, 2020
Here, we provide readers with a useful example regarding phased annuity purchase - perfect for your CII R04, J05,...
October 23, 2018
Taking a Look at Pensions and Divorce
Posted by The Team at Brand Financial Training on October 23, 2018
Looking at the case studies for this month’s R06 exam, it looked highly likely that a question on pensions...
July 4, 2017
Welcome News for CII AF8 Candidates Who Dread Exams
Posted by The Team at Brand Financial Training on July 4, 2017
Did you know that the new pension exam, AF8 Retirement Income Planning, will not be assessed by written exam...
January 9, 2017
CII AF8 Retirement Income Planning
Posted by Catriona Standingford on January 9, 2017
March 12, 2015
CII Advanced Diploma in Financial Planning
Posted by brandmin on March 12, 2015
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