R04
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January 8, 2021
Friday Five Focus on Pensions – 8 January – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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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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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...
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November 20, 2020
Friday Five Focus on Pensions – 20 November – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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October 16, 2020
Friday Five Focus on Pensions – 16 October – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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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 25, 2020
Friday Five – 25 September – 5 Questions in 5 Minutes
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
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September 18, 2020
Friday Five – 18 September – 5 Questions in 5 Minutes
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
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September 11, 2020
Friday Five – 11 September – 5 Questions in 5 Minutes
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
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September 4, 2020
Friday Five – 4 September – 5 Questions in 5 Minutes
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
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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 28, 2020
Friday Five – 28 August – 5 Questions in 5 Minutes
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
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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 21, 2020
Friday Five – 21 August – 5 Questions in 5 Minutes
A bit of Friday Fun where we provide you with 5 questions relevant to a mix of CII exams....
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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...