Pensions
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April 19, 2022
The CII AF7 Exam in Focus – Part 1
Here, we’re looking at the topics and questions which have come up in the CII’s AF7 exam over the...
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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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April 8, 2022
Friday Five Focus on Pensions – 8 April – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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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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March 4, 2022
Friday Five Focus on Pensions – 4 March – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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January 28, 2022
Friday Five Focus on Pensions – 28 January – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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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 24, 2021
Friday Five Focus on Pensions – 24 December – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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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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November 19, 2021
Friday Five Focus on Pensions – 19 November – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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October 15, 2021
Friday Five Focus on Pensions – 15 October – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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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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September 10, 2021
Friday Five Focus on Pensions – 10 September – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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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...
