Pensions
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January 7, 2025
The CII AF7 September 2024 Exam in Review
We're looking at the exam paper from the CII's September 2024 sitting of AF7 – the Pension Transfer exam.
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October 22, 2024
Basic vs New State Pension: Key Differences Explained
In this article, we take a look at the key differences between the two main types of State Pension:...
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October 15, 2024
The right preparation is the key to passing the CII AF7 exam
The current pass rate for AF7 is around 50% – it’s certainly a challenging exam! However, there is a...
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July 16, 2024
A Look at Recent Past Papers for the CII AF7 Exam – July 2024
In this article, we are taking a quick look at the questions asked in the last four exam papers...
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July 2, 2024
A Look at Recent Past Papers for the CII J05 Exam – July 2024
In this article, we are taking a look at the questions asked in four recent exam papers of the...
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May 30, 2024
The CII AF7 March 2024 Exam in Review
We're looking at the exam paper from the CII's March 2024 sitting of AF7 – the Pension Transfer exam.
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February 6, 2024
When ‘Guaranteed’ May Not Actually Mean Guaranteed
Here, we discuss a concerning trend where some pension trustees revisit transfer values, demanding repayment years later. This is...
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January 30, 2024
The Pension Protection Fund: A True Lifeboat in Stormy Times
Those studying for the CII R04 and AF7 exam will need a thorough understanding of the Pension Protection Fund...
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January 2, 2024
The CII AF7 September 2023 Exam in Review
We're looking at the exam paper from the CII's September 2023 sitting of AF7 – the Pension Transfer exam.
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December 12, 2023
Auto-Enrolment: Understanding Today’s Rules and Tomorrow’s Changes
In this article, we explore the dynamic changes in auto-enrolment relevant to CII R04 candidates. Learn about the current...
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November 21, 2023
Class 3 National Insurance: The Opportunity Remains
Class 3 National Insurance contributions are one of the most lucrative investment opportunities your clients could ever come across....
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November 7, 2023
A Triple-Locked Secured Income… But For How Long?
There hasn’t been much good news around for pensioners over the last couple of years, but the State Pension...
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October 10, 2023
Navigating Recent Changes to the Lifetime Allowance, PCLS, and Death Benefits
The legislation to abolish the lifetime allowance has now been formally passed through Parliament. That’s one headache gone… isn’t...
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September 26, 2023
You Can Never Do Too Many Pension Questions!
Due to take the CII R04 exam any time soon? Capped drawdown may not be an option for clients...
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July 25, 2023
Drawdown Investment Pathways Explained: Essential Knowledge for CII Pensions Exams
Here, we delve into the intricacies of the investment pathways introduced by the Financial Conduct Authority (FCA) within recent...
