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  • A Look at Recent Past Papers for the CII J05 Exam – July 2023

    Posted by on July 18, 2023

    In this article, we are taking a look at the questions asked in four recent exam papers of the...

    Brand Financial Training

  • Exploring Recent Changes to the Pension Commencement Lump Sum

    Posted by on July 4, 2023

    In the ever-changing landscape of pensions, recent developments have shaken up the system, leaving many individuals wondering about the...

    Brand Financial Training

  • The Hidden Benefits of Class 3 National Insurance Contributions

    Posted by on June 27, 2023

    National insurance is commonly perceived as just another tax, but its true value lies in being a remarkable investment...

    Brand Financial Training

  • Safe Withdrawal Rate Explained

    Posted by on June 13, 2023

    Financial advisers have a crucial role in developing a sustainable withdrawal strategy (i.e., a ‘safe withdrawal rate’ ) for...

    Brand Financial Training

  • The CII AF7 March 2023 Exam in Review

    Posted by on May 30, 2023

    We're looking at the exam paper from the CII's March 2023 sitting of AF7 – the Pension Transfer exam. 

    Brand Financial Training

  • What big pensions shake-up was announced in Spring Budget ’23?

    Posted by on March 21, 2023

    During the spring budget 2023, Chancellor Jeremy Hunt announced the biggest shake-up to the pensions system since the freedoms...

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  • Pensions Tax Relief: What are you being asked?

    Posted by on January 10, 2023

    Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter...

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  • Brand Bitesize: Defined Benefit Commutation Factor

    Posted by on December 13, 2022

    For those who are studying for any of the CII's R04, J05, or AF7 exams, this might be a...

    Brand Financial Training

  • The CII AF7 September 2022 Exam in Review

    Posted by on December 1, 2022

    We're looking at the exam paper from the CII's September 2022 sitting of AF7 – the Pension Transfer exam. 

    Brand Financial Training

  • A Look at Recent Past Papers for the CII J05 Exam

    Posted by on August 30, 2022

    In this article, we are taking a look at the questions asked in four recent exam papers of the...

    Brand Financial Training

  • Learning About Collective Money Purchase Schemes

    Posted by on August 23, 2022

    Collective money purchase schemes are a newly introduced option in addition to defined contribution and defined benefit schemes. These...

    Brand Financial Training

  • Understanding the Annual Allowance

    Posted by on August 16, 2022

    This is likely to be of relevance to anyone studying for one of the CII's general pensions exams such...

    Brand Financial Training

  • A Look at Recent Past Papers for the CII AF7 Exam

    Posted by on June 28, 2022

    In this article, we are taking a quick look at the questions asked in the last four exam papers...

    Brand Financial Training

  • How to Calculate and Claim Higher Rate Tax Relief

    Posted by on May 31, 2022

    As pensions now have greater flexibility and are attractive from a tax perspective, larger pension contributions are commonplace for...

    Brand Financial Training

  • The CII AF7 February 2022 Exam in Review

    Posted by on May 12, 2022

    We're looking at the exam paper from the CII's February 2022 sitting of AF7 – the Pension Transfer exam. 

    Brand Financial Training