R04

July 7, 2023
Friday Five Focus on Pensions – 7 July – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on July 7, 2023
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
July 4, 2023
Exploring Recent Changes to the Pension Commencement Lump Sum
Posted by The Team at Brand Financial Training on July 4, 2023
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
Posted by The Team at Brand Financial Training on June 27, 2023
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
Posted by The Team at Brand Financial Training on June 13, 2023
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
Posted by The Team at Brand Financial Training on June 13, 2023
Financial advisers have a crucial role in developing a sustainable withdrawal strategy (i.e., a ‘safe withdrawal rate’ ) for...
June 2, 2023
Friday Five Focus on Pensions – 2 June – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on June 2, 2023
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
April 28, 2023
Friday Five Focus on Pensions – 28 April – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on April 28, 2023
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
March 24, 2023
Friday Five Focus on Pensions – 24 March – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on March 24, 2023
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
March 21, 2023
What big pensions shake-up was announced in Spring Budget ’23?
Posted by The Team at Brand Financial Training on March 21, 2023
During the spring budget 2023, Chancellor Jeremy Hunt announced the biggest shake-up to the pensions system since the freedoms...
February 17, 2023
Friday Five Focus on Pensions – 17 February – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on February 17, 2023
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
January 13, 2023
Friday Five Focus on Pensions – 13 January – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on January 13, 2023
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
January 10, 2023
Pensions Tax Relief: What are you being asked?
Posted by The Team at Brand Financial Training on January 10, 2023
Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter...
December 13, 2022
Brand Bitesize: Defined Benefit Commutation Factor
Posted by The Team at Brand Financial Training on December 13, 2022
For those who are studying for any of the CII's R04, J05, or AF7 exams, this might be a...
December 9, 2022
Friday Five Focus on Pensions – 9 December – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on December 9, 2022
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
November 4, 2022
Friday Five Focus on Pensions – 4 November – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on November 4, 2022
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

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