R04
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September 12, 2023
Brand Bitesize: Pension Carry Forward
In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward...
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July 4, 2023
Exploring Recent Changes to the Pension Commencement Lump Sum
In the ever-changing landscape of pensions, recent developments have shaken up the system, leaving many individuals wondering about the...
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June 27, 2023
The Hidden Benefits of Class 3 National Insurance Contributions
National insurance is commonly perceived as just another tax, but its true value lies in being a remarkable investment...
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June 13, 2023
Brand Bitesize: Self-Assessment
In this Brand Bitesize video, we take a look at self-assessment – relevant to CII exam R03, but also...
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June 13, 2023
Safe Withdrawal Rate Explained
Financial advisers have a crucial role in developing a sustainable withdrawal strategy (i.e., a ‘safe withdrawal rate’ ) for...
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March 21, 2023
What big pensions shake-up was announced in Spring Budget ’23?
During the spring budget 2023, Chancellor Jeremy Hunt announced the biggest shake-up to the pensions system since the freedoms...