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Pensions

April 23, 2021
Friday Five Focus on Pensions – 23 April – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on April 23, 2021
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
April 6, 2021
The right preparation is the key to passing the CII AF7 exam
Posted by The Team at Brand Financial Training on April 6, 2021
The current pass rate for AF7 is around 43% – it’s certainly a challenging exam! But the good news...
March 30, 2021
How to Work Out the Maximum Amount of PCLS Available
Posted by The Team at Brand Financial Training on March 30, 2021
In this article, we take a look at how to work out the maximum amount of PCLS available at...
March 19, 2021
Friday Five Focus on Pensions – 19 March – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on March 19, 2021
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
February 12, 2021
Friday Five Focus on Pensions – 12 February – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on February 12, 2021
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
February 9, 2021
A Quick Look at The Money and Pensions Service
Posted by The Team at Brand Financial Training on February 9, 2021
In early 2019, the Single Financial Guidance Body was formed. Later that year, it was rebranded as the Money...
January 14, 2021
The CII AF7 October 2020 Exam in Review
Posted by The Team at Brand Financial Training on January 14, 2021
We have been reviewing the CII exam papers from the October 2020 sitting and this time, it’s the turn...
January 8, 2021
Friday Five Focus on Pensions – 8 January – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on January 8, 2021
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
December 15, 2020
Looking at Pension Input Periods and Defined Benefit Schemes
Posted by The Team at Brand Financial Training on December 15, 2020
Here, we take a look at pension input periods (PIPs) in relation to active members of defined benefit (DB)...
December 8, 2020
What are authorised and unauthorised payments?
Posted by The Team at Brand Financial Training on December 8, 2020
In R04 and FA2, you may need to be able to distinguish between payments that are permitted by Her...
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,...
September 29, 2020
The CII AF7 July 2020 Exam in Review
Posted by The Team at Brand Financial Training on September 29, 2020
We have been reviewing the CII exam papers from the July 2020 sitting and this time, it’s the turn...
September 1, 2020
Taking a Closer Look at Lifetime Annuities
Posted by The Team at Brand Financial Training on September 1, 2020
In our last four articles on pension decumulation, we took a look at the drawdown and uncrystallised funds pension...
August 25, 2020
Pensions and Death Benefits
Posted by The Team at Brand Financial Training on August 25, 2020
In our last three articles on pension decumulation, we looked at drawdown and uncrystallised funds pension lump sum (UFPLS)...
August 18, 2020
Learning About the Money Purchase Annual Allowance (MPAA)
Posted by The Team at Brand Financial Training on August 18, 2020
In this third post in our series on pension decumulation, we will be looking at the Money Purchase Annual...