Pensions
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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 4, 2020
State Pension – The New and the Old
State Pension rose its head in one of the recent R06 case studies, so here are the details for...
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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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June 9, 2020
How to Calculate Pension Contribution Needed for a Property Purchase by a SIPP
We recently did an article on using a SIPP to buy commercial property, which is a common area tested...
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May 26, 2020
Using a SIPP to Buy Property
Small business owners with pension plans may be attracted to the idea of using their fund to buy a...
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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...
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November 26, 2019
The Difference Between the Basic and New State Pensions
State pensions can be tested where you might not always expect them to be. Clearly they can be tested...
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October 15, 2019
Lifetime Allowance is likely to be tested on CII Pension Exams
Learn more about the Lifetime Allowance so you're prepared on exam day - useful reading for CII AF4, AF5,...
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September 10, 2019
How to Calculate Pension Input Periods (PIPs)
In this article, we look at pension input periods - or PIPs. This is the period of time where...
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July 11, 2019
The CII AF7 April 2019 Exam in Review
We have been reviewing the CII exam papers from the April 2019 sitting, and this week it’s the turn...
