Pensions
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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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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,...
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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...
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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...
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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)...
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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...
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July 28, 2020
A Look at the Uncrystallised Funds Pension Lump Sum (UFPLS)
In this second post in our series on pension decumulation, we will be looking at a triumph for the...
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July 21, 2020
Pension Flexibility – The Drawdown Regime
This is the first in a series of posts regarding pension decumulation. Those sitting the CII AF7, R04, or...
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April 21, 2020
Tapering the Annual Pension Allowance for High Earners
In the budget, the rules for tapering the pension annual allowance changed. Read on to help your revision for...
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March 31, 2020
Pension Transfers Starting to Appear on the CII R06 Exam
In January’s R06 exam, it was interesting to see that one of the questions was very much like one...
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January 9, 2020
The CII AF7 October 2019 Exam in Review
We have been reviewing the CII exam papers from the October 2019 sitting and this time, it’s the turn...