R04
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February 6, 2024
When ‘Guaranteed’ May Not Actually Mean Guaranteed
Here, we discuss a concerning trend where some pension trustees revisit transfer values, demanding repayment years later. This is...
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January 30, 2024
The Pension Protection Fund: A True Lifeboat in Stormy Times
Those studying for the CII R04 and AF7 exam will need a thorough understanding of the Pension Protection Fund...
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December 12, 2023
Auto-Enrolment: Understanding Today’s Rules and Tomorrow’s Changes
In this article, we explore the dynamic changes in auto-enrolment relevant to CII R04 candidates. Learn about the current...
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November 21, 2023
Class 3 National Insurance: The Opportunity Remains
Class 3 National Insurance contributions are one of the most lucrative investment opportunities your clients could ever come across....
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November 14, 2023
Brand Bitesize: Sharpe Ratio
In this Brand Bitesize video, we talk about Sharpe Ratio. This is useful for CII R02, J10, J12, or...
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November 7, 2023
A Triple-Locked Secured Income… But For How Long?
There hasn’t been much good news around for pensioners over the last couple of years, but the State Pension...