R04
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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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June 2, 2023
Friday Five Focus on Pensions – 2 June – 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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April 28, 2023
Friday Five Focus on Pensions – 28 April – 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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March 24, 2023
Friday Five Focus on Pensions – 24 March – 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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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...
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February 17, 2023
Friday Five Focus on Pensions – 17 February – 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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January 13, 2023
Friday Five Focus on Pensions – 13 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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January 10, 2023
Pensions Tax Relief: What are you being asked?
Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter...
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December 13, 2022
Brand Bitesize: Defined Benefit Commutation Factor
For those who are studying for any of the CII's R04, J05, or AF7 exams, this might be a...
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December 9, 2022
Friday Five Focus on Pensions – 9 December – 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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November 4, 2022
Friday Five Focus on Pensions – 4 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 25, 2022
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October 25, 2022
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October 11, 2022
Looking at the Link Between Inflation and Interest Rates
In this article, we look at the link between inflation and interest rates, and how they both impact investments....
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September 30, 2022
Friday Five Focus on Pensions – 30 September – 5 Questions in 5 Minutes
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
