R04
-
October 10, 2023
Navigating Recent Changes to the Lifetime Allowance, PCLS, and Death Benefits
The legislation to abolish the lifetime allowance has now been formally passed through Parliament. That’s one headache gone… isn’t...
-
September 26, 2023
You Can Never Do Too Many Pension Questions!
Due to take the CII R04 exam any time soon? Capped drawdown may not be an option for clients...
-
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...
-
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...
-
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...
-
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...
-
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...