Pensions
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August 30, 2022
A Look at Recent Past Papers for the CII J05 Exam
In this article, we are taking a look at the questions asked in four recent exam papers of the...
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August 23, 2022
Learning About Collective Money Purchase Schemes
Collective money purchase schemes are a newly introduced option in addition to defined contribution and defined benefit schemes. These...
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August 16, 2022
Understanding the Annual Allowance
This is likely to be of relevance to anyone studying for one of the CII's general pensions exams such...
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June 28, 2022
A Look at Recent Past Papers for the CII AF7 Exam
In this article, we are taking a quick look at the questions asked in the last four exam papers...
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May 31, 2022
How to Calculate and Claim Higher Rate Tax Relief
As pensions now have greater flexibility and are attractive from a tax perspective, larger pension contributions are commonplace for...
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May 12, 2022
The CII AF7 February 2022 Exam in Review
We're looking at the exam paper from the CII's February 2022 sitting of AF7 – the Pension Transfer exam.
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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...