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      • CII IF4 Insurance Claims Handling Process
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      • J0 Exams
      • CII J02 Trusts
      • CII J05 Pension Income Options
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Brand Financial Training > R04

R04

  • June 13, 2023
    Safe Withdrawal Rate Explained

    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...

    Brand Financial Training
  • June 2, 2023
    Friday Five Focus on Pensions

    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,...

    Brand Financial Training
  • April 28, 2023
    Friday Five Focus on Pensions

    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,...

    Brand Financial Training
  • March 24, 2023
    Friday Five Focus on Pensions

    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,...

    Brand Financial Training
  • March 21, 2023
    What big pensions shake-up was announced in Spring Budget '23?

    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...

    Brand Financial Training
  • February 17, 2023
    Friday Five Focus on Pensions

    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,...

    Brand Financial Training
  • January 13, 2023
    Friday Five Focus on Pensions

    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,...

    Brand Financial Training
  • January 10, 2023
    Blog Title Image: Pensions Tax Relief: What are you being asked? Background of faded blue question marks

    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...

    Brand Financial Training
  • December 13, 2022
    Brand Bitesize: Defined Benefit Commutation Factor

    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...

    Brand Financial Training
  • December 9, 2022
    Friday Five Focus on Pensions

    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,...

    Brand Financial Training
  • November 4, 2022
    Friday Five Focus on Pensions

    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,...

    Brand Financial Training
  • October 25, 2022

    CII R04 Pensions and Retirement Planning E-Mocks

    Posted by Susan Thomas on October 25, 2022

    0
    Brand Financial Training
  • October 25, 2022

    CII R04 Pensions and Retirement Planning Video Tutorials – DISCONTINUED

    Posted by Susan Thomas on October 25, 2022

    Brand Financial Training
  • October 11, 2022
    Looking at the Link Between Inflation and Interest Rates

    Looking at the Link Between Inflation and Interest Rates

    Posted by The Team at Brand Financial Training on October 11, 2022

    In this article, we look at the link between inflation and interest rates, and how they both impact investments....

    Brand Financial Training
  • September 30, 2022
    Friday Five Focus on Pensions

    Friday Five Focus on Pensions – 30 September – 5 Questions in 5 Minutes

    Posted by The Team at Brand Financial Training on September 30, 2022

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training
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