AF8
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August 1, 2023
Assessing Net Worth and Making Informed Recommendations Using a Net Asset Statement
For candidates preparing for their CII R06 or AF5 exams, understanding a client's net asset statement provides a comprehensive...
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July 4, 2023
Exploring Recent Changes to the Pension Commencement Lump Sum
In the ever-changing landscape of pensions, recent developments have shaken up the system, leaving many individuals wondering about the...
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June 13, 2023
Safe Withdrawal Rate Explained
Financial advisers have a crucial role in developing a sustainable withdrawal strategy (i.e., a ‘safe withdrawal rate’ ) for...
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January 10, 2023
Pensions Tax Relief: What are you being asked?
Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter...
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March 15, 2022
Who wants to be a millionaire?
This article provides an example showing how the Lifetime Allowance (LTA) for pensions savings would affect someone who is...
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February 8, 2022
Are you working towards RQF Level 6?
Many advisers, paraplanners, and other financial services professionals are choosing to extend their qualifications beyond the diploma (RQF Level...
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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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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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July 4, 2017
Welcome News for CII AF8 Candidates Who Dread Exams
Did you know that the new pension exam, AF8 Retirement Income Planning, will not be assessed by written exam...
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January 9, 2017
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March 12, 2015