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  • Goodbye CII Certificate in Financial Planning, Hello CII Certificate in Financial Services

    Posted by on March 17, 2015

    The following contains important information if you or your employees have any plans to sit CII CF2, CF4 or...

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  • Undertakings for Collective Investment in Transferable Securities V

    Posted by on July 15, 2014 Learn how UCITS has evolved over the years and why. We also touch on a few points of...

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  • ISAs become NISAs and become even more flexible

    Posted by on July 1, 2014 What is changing as a result of Individual Savings Accounts (ISAs) becoming New Individual Savings Accounts (NISAs)? Read...

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  • Examining The Facts

    Posted by on June 17, 2014

    Written by: Kim Bendall The Chartered Insurance Institute (CII) announced in June that it is discontinuing some of its...

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  • Spread Betting

    Posted by on May 20, 2014 What is spread betting? An explanation of the derivatives product that caused some interest when it appeared on...

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  • Platforms

    Posted by on April 15, 2014 Flat fee vs percentage of assets under management, fees hidden in annual management charge, exit fees – it’s...

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  • Hot Topic – Transferring Your CTF to a Junior ISA

    Posted by on January 8, 2014 Almost a year ago, we talked here about the unfairness of not being able to transfer Child Trust...

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  • Top Tip – Tax Payment 31st January 2014 – CII CF2, CF5, R03, R06, AF1, AF5

    Posted by on November 19, 2013 As December approaches some may be thinking more of the 31st January tax bill that’s looming rather than...

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  • The Greek Alphabet – Alpha, Beta and All That Jazz

    Posted by on July 9, 2013

    Written by Tina Winter Back in the 1950s and 60s, an American academic by the name of Harry Markowitz...

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  • Top Tip – The Seed Enterprise Investment Scheme

    Posted by on May 22, 2013 Looking through some of the CII manuals, I noticed a distinct lack of information on the SEIS introduced...

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  • Avoiding the Tax Traps

    Posted by on July 10, 2012

    Written by Tina Winter Back in the day, income tax personal allowances were simple animals, and it was...

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  • CF2 Exam: Investment and Risk

    Posted by on January 10, 2012

    The CII (Chartered Insurance Institute) financial services qualifications are aimed at anyone who wants to work in the financial...

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