Pensions

May 30, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 30 May 2025
Posted by The Team at Brand Financial Training on May 30, 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
May 29, 2025
The CII AF7 March 2025 Exam in Review
Posted by The Team at Brand Financial Training on May 29, 2025
We're looking at the exam paper from the CII's March 2025 sitting of AF7 – the Pension Transfer exam.
April 29, 2025
Dividing Pensions in Divorce: Offsetting, Earmarking, and Pension Sharing Explained
Posted by The Team at Brand Financial Training on April 29, 2025
When a marriage or civil partnership ends, dividing assets like the family home or savings is usually top of...
April 25, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 25 Apr 2025
Posted by The Team at Brand Financial Training on April 25, 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
April 15, 2025
The Workings of the Money Purchase Annual Allowance (MPAA)
Posted by The Team at Brand Financial Training on April 15, 2025
In this article, we discuss the Money Purchase Annual Allowance (MPAA), a restriction on pension contributions that applies once...
April 8, 2025
Understanding the Latest QROPS Changes and Overseas Transfer Rules
Posted by The Team at Brand Financial Training on April 8, 2025
In this article, we look at recent changes to Qualifying Recognised Overseas Pension Schemes (QROPS) - useful reading for...
March 21, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 21 Mar 2025
Posted by The Team at Brand Financial Training on March 21, 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
March 4, 2025
Small Pots vs Trivial Commutation: How to Withdraw Small Pension Amounts Efficiently
Posted by The Team at Brand Financial Training on March 4, 2025
For those with modest pension savings, navigating how to access funds in retirement can be confusing. In this article,...
February 25, 2025
A Look at Recent Past Papers for the CII J05 Exam – February 2025
Posted by The Team at Brand Financial Training on February 25, 2025
In this article, we are taking a look at the questions asked in four recent exam papers of the...
February 18, 2025
A Look at Recent Past Papers for the CII AF7 Exam – February 2025
Posted by The Team at Brand Financial Training on February 18, 2025
In this article, we are taking a quick look at the questions asked in the last four exam papers...
February 14, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 14 Feb 2025
Posted by The Team at Brand Financial Training on February 14, 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
January 10, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 10 Jan 2025
Posted by The Team at Brand Financial Training on January 10, 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
January 7, 2025
The CII AF7 September 2024 Exam in Review
Posted by The Team at Brand Financial Training on January 7, 2025
We're looking at the exam paper from the CII's September 2024 sitting of AF7 – the Pension Transfer exam.
December 6, 2024
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 6 Dec 2024
Posted by The Team at Brand Financial Training on December 6, 2024
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
November 1, 2024
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 1 Nov 2024
Posted by The Team at Brand Financial Training on November 1, 2024
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

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