Pensions
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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)...
-
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...
-
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,...
-
September 29, 2020
The CII AF7 July 2020 Exam in Review
We have been reviewing the CII exam papers from the July 2020 sitting and this time, it’s the turn...
-
September 1, 2020
Taking a Closer Look at Lifetime Annuities
In our last four articles on pension decumulation, we took a look at the drawdown and uncrystallised funds pension...
-
August 25, 2020
Pensions and Death Benefits
In our last three articles on pension decumulation, we looked at drawdown and uncrystallised funds pension lump sum (UFPLS)...
-
August 18, 2020
Learning About the Money Purchase Annual Allowance (MPAA)
In this third post in our series on pension decumulation, we will be looking at the Money Purchase Annual...
