Pensions
- July 11, 2019
The CII AF7 April 2019 Exam in Review
We have been reviewing the CII exam papers from the April 2019 sitting, and this week it’s the turn...
- March 12, 2019
How to Do a Primary Protection Calculation
The Pensions legislation isn’t easy, and it makes taking the CII pensions exams all the more challenging. In this...
- January 24, 2019
The CII AF7 October 2018 Exam in Review
We have been reviewing the CII October exam papers and this time, it’s the turn of the still relatively...
- November 6, 2018
Pensions Tax Relief: What are you being asked on that exam?
If you’re studying for the CII R04 exam you might have noticed a warning about the importance of reading...
- October 23, 2018
Taking a Look at Pensions and Divorce
Looking at the case studies for this month’s R06 exam, it looked highly likely that a question on pensions...
- September 18, 2018
Having Another Look at the Tapered Annual Allowance
Recently, we had a query on the tapered annual allowance for pensions, so we thought we would have another...
- September 11, 2018
Taking a closer look at the very challenging CII AF7 exam
Here we’re taking a closer look at the CII’s AF7 Pension Transfers exam. It’s a challenging exam, which is...
- August 7, 2018
The CII AF7 April 2018 Exam in Review
We have been reviewing the CII exam papers from April, and this week it’s the turn of the second...
- February 6, 2018
CII AF7 Pension Transfers – A Review of the October 2017 Exam Paper
We have been reviewing the CII exam papers from October, and this week, it’s the turn of the first...
- December 12, 2017
How to Spread Tax Relief on a Large Employer Pension Contribution
This week, one of our team members had a call from an adviser who was struggling with the rules...
- October 17, 2017
Reflections on the First Ever Sitting of the CII’s AF7 Pension Transfers Exam
Here’s how one member of our technical team found the first ever sitting of the CII’s AF7 Pension Transfers...
- 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...
- March 14, 2017
How to Protect Pension Savings with Individual and Fixed Protection
We recently looked at the lifetime allowance (LTA) with the promise of covering how to protect existing savings or...
- March 7, 2017
Who wants to be a millionaire?
For some, with steady pension contributions, becoming a millionaire might just become a reality. This article provides an example...
- October 4, 2016
Making the Tapered Pension Allowance a Little Clearer
This week, we look at the tapered pension annual allowance for high earners. Anyone studying AF3, R04 or J05...