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R01

April 2, 2021
Friday Five Focus on Regulation – 2 April – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on April 2, 2021
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
March 2, 2021
Assessing Financial Strength with the Free Asset Ratio
Posted by The Team at Brand Financial Training on March 2, 2021
In this blog post, we take a look at a key financial measure – the free asset ratio. This...
February 26, 2021
Friday Five Focus on Regulation – 26 February – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on February 26, 2021
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
February 23, 2021
Getting to Know the Hierarchy of Financial Needs
Posted by The Team at Brand Financial Training on February 23, 2021
Most clients will have more financial planning needs than they have the financial means to resolve. Prioritising is therefore...
February 16, 2021
What are Freehold, Leasehold, and Commonhold?
Posted by The Team at Brand Financial Training on February 16, 2021
In England, Wales, and Northern Ireland there are two main ways in which property can be owned – freehold...
February 9, 2021
A Quick Look at The Money and Pensions Service
Posted by The Team at Brand Financial Training on February 9, 2021
In early 2019, the Single Financial Guidance Body was formed. Later that year, it was rebranded as the Money...
January 22, 2021
Friday Five Focus on Regulation – 22 January – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on January 22, 2021
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
January 12, 2021
How to Reduce Inheritance Tax on PETs and CLTs with Taper Relief
Posted by The Team at Brand Financial Training on January 12, 2021
Taper relief can be applied to the inheritance tax payable on either a potentially exempt transfer (PET) or a...
December 4, 2020
Friday Five Focus on Regulation – 4 December – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on December 4, 2020
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
November 17, 2020
What are the features of ‘Best Execution’ vs ‘Execution-Only’?
Posted by The Team at Brand Financial Training on November 17, 2020
One area where we’ve found CII R01 and CF1 candidates have struggled in the past, is being able to...
October 30, 2020
Friday Five Focus on Regulation – 30 October – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on October 30, 2020
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
October 27, 2020
Temporary Changes Affecting House Purchase in the UK
Posted by The Team at Brand Financial Training on October 27, 2020
COVID-19 has brought many changes and challenges to our lives, with the government responding in various ways to support...
September 25, 2020
Friday Five – 25 September – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on September 25, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
September 18, 2020
Friday Five – 18 September – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on September 18, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
September 11, 2020
Friday Five – 11 September – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on September 11, 2020
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....

Friday Five Focus on Pensions – 23 April – 5 Questions in 5 Minutes By The Team at Brand Financial Training on April 23, 2021
Minimise CGT on a Property Disposal with this Exemption By The Team at Brand Financial Training on April 20, 2021
Friday Five Focus on Taxation – 16 April – 5 Questions in 5 Minutes By The Team at Brand Financial Training on April 16, 2021
Newsletter for April 2021 By The Team at Brand Financial Training on April 13, 2021