Pensions
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April 12, 2022
Tax Relief on a Large Employer Pension Contribution
The rules around corporation tax relief on a single large employer pension contribution are not easy, so this article...
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March 15, 2022
Who wants to be a millionaire?
This article provides an example showing how the Lifetime Allowance (LTA) for pensions savings would affect someone who is...
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January 13, 2022
The CII AF7 September 2021 Exam in Review
We're looking at the exam paper from the CII's September 2021 sitting of AF7 – the Pension Transfer exam.
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January 11, 2022
Understanding the Rules Surrounding State Pension Deferral
An exam question on State pension deferral is often a possibility if the client in one of your R06...
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December 14, 2021
Paul Hughes, the PPF, and the practical implications going forward
If you’re wondering who Paul Hughes is then you’re probably not alone. Most pension scheme members have probably never...
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October 5, 2021
How to Protect Pension Savings with Individual and Fixed Protection
This article looks at how you can protect existing savings or future pension savings by using Individual and Fixed...
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August 31, 2021
Changes to the CII’s Pension Transfer Advice Qualification
This article is relevant to those studying for, or who have previously achieved, the CII’s Certificate in Pension Transfer...
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July 15, 2021
The CII AF7 April 2021 Exam in Review
We have been reviewing the CII exam papers from the April 2021 sitting, and this week we’re looking at AF7...
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May 13, 2021
The CII AF7 February 2021 Exam in Review
We have been reviewing the CII exam papers from the February 2021 sitting, and this week we're looking at...
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March 30, 2021
How to Work Out the Maximum Amount of PCLS Available
In this article, we take a look at how to work out the maximum amount of PCLS available at...
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February 9, 2021
A Quick Look at The Money and Pensions Service
In early 2019, the Single Financial Guidance Body was formed. Later that year, it was rebranded as the Money...
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January 14, 2021
The CII AF7 October 2020 Exam in Review
We have been reviewing the CII exam papers from the October 2020 sitting and this time, it’s the turn...
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December 15, 2020
Looking at Pension Input Periods and Defined Benefit Schemes
Here, we take a look at pension input periods (PIPs) in relation to active members of defined benefit (DB)...
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December 8, 2020
What are authorised and unauthorised payments?
In R04 and FA2, you may need to be able to distinguish between payments that are permitted by Her...
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October 13, 2020
Looking at Phased Retirement By Way of an Example Calculation
Here, we provide readers with a useful example regarding phased annuity purchase - perfect for your CII R04, J05,...
