Pensions
-
May 15, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 15 May 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
May 14, 2026
The CII AF7 March 2026 Exam in Review
We're looking at the exam paper from the CII's March 2026 sitting of AF7 – the Pension Transfer exam.
-
April 16, 2026
A Look at Recent Past Papers for the CII J05 Exam – April 2026
In this article, we are taking a look at the questions asked in recent CII J05 exams. This will...
-
April 14, 2026
A Transition and Then Some: Tax-Free Cash After the Lifetime Allowance
When pension rules change, it’s rarely just the headline reform that matters. The detail – particularly transitional provisions –...
-
April 10, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 10 Apr 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
March 31, 2026
A Look at Recent Past Papers for the CII AF7 Exam – March 2026
In this article, we are taking a quick look at the questions asked in the last four exam papers...
-
March 6, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 6 Mar 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
February 24, 2026
Sacrificing Salary Sacrifice
Recently, we looked at forthcoming legislative changes that will bring pensions inside of the estate for IHT purposes. Here,...
-
February 17, 2026
Pensions and IHT – The Practical Impact
In this article, we examine the impact of the legislation changes that will see pensions no longer being exempt...
-
January 30, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 30 Jan 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
December 26, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 26 Dec 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
December 16, 2025
The CII AF7 September 2025 Exam in Review
We're looking at the exam paper from the CII's September 2025 sitting of AF7 – the Pension Transfer exam.
-
November 21, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 21 Nov 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
October 28, 2025
Parental Leave and Pensions Explained: Key Rules for Defined Benefit and DC Schemes
In this article, we explain how employee pension rights are treated during periods of parental leave which covers maternity,...
-
October 17, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 17 Oct 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
