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Pensions

January 9, 2020
The CII AF7 October 2019 Exam in Review
Posted by The Team at Brand Financial Training on January 9, 2020
We have been reviewing the CII exam papers from the October 2019 sitting and this time, it’s the turn...
November 26, 2019
The Difference Between the Basic and New State Pensions
Posted by The Team at Brand Financial Training on November 26, 2019
State pensions can be tested where you might not always expect them to be. Clearly they can be tested...
October 15, 2019
Lifetime Allowance is likely to be tested on CII Pension Exams
Posted by The Team at Brand Financial Training on October 15, 2019
Learn more about the Lifetime Allowance so you're prepared on exam day - useful reading for CII AF4, AF5,...
September 10, 2019
How to Calculate Pension Input Periods (PIPs)
Posted by The Team at Brand Financial Training on September 10, 2019
In this article, we look at pension input periods - or PIPs. This is the period of time where...
July 11, 2019
The CII AF7 April 2019 Exam in Review
Posted by The Team at Brand Financial Training on July 11, 2019
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
Posted by The Team at Brand Financial Training on March 12, 2019
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
Posted by The Team at Brand Financial Training on January 24, 2019
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?
Posted by The Team at Brand Financial Training on November 6, 2018
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
Posted by The Team at Brand Financial Training on October 23, 2018
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
Posted by The Team at Brand Financial Training on September 18, 2018
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
Posted by The Team at Brand Financial Training on September 11, 2018
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
Posted by The Team at Brand Financial Training on August 7, 2018
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
Posted by The Team at Brand Financial Training on February 6, 2018
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
Posted by The Team at Brand Financial Training on December 12, 2017
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
Posted by The Team at Brand Financial Training on October 17, 2017
Here’s how one member of our technical team found the first ever sitting of the CII’s AF7 Pension Transfers...