R04
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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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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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August 23, 2022
Learning About Collective Money Purchase Schemes
Collective money purchase schemes are a newly introduced option in addition to defined contribution and defined benefit schemes. These...
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August 16, 2022
Understanding the Annual Allowance
This is likely to be of relevance to anyone studying for one of the CII's general pensions exams such...
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August 9, 2022
Brand Bitesize: Phased Annuity Purchase
Are you in the later stage of your revision for the CII AF7, AF5, J05, or R04 exam? This...
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June 21, 2022
The Features and Benefits of a Family Income Benefit Policy
Family income benefit is most likely to be tested in the CII R05 exam. You might also find that...
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June 14, 2022
Brand Bitesize: Tapered Annual Allowance
Are you a visual learner who is studying toward the CII's AF1, AF5, AF7, J05, R04 or R06 exams?...
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May 31, 2022
How to Calculate and Claim Higher Rate Tax Relief
As pensions now have greater flexibility and are attractive from a tax perspective, larger pension contributions are commonplace for...
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April 12, 2022
Tax Relief on a Large Employer Pension Contribution
The rules around corporation tax relief on a single large employer pension contribution are not easy, so this article...
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March 15, 2022
Who wants to be a millionaire?
This article provides an example showing how the Lifetime Allowance (LTA) for pensions savings would affect someone who is...
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January 11, 2022
Understanding the Rules Surrounding State Pension Deferral
An exam question on State pension deferral is often a possibility if the client in one of your R06...
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October 19, 2021
How to Triumph Over the CII’s Multi-Response Question
If you are studying toward the CII’s diploma in regulated financial planning you will need to get to grips...
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October 5, 2021
How to Protect Pension Savings with Individual and Fixed Protection
This article looks at how you can protect existing savings or future pension savings by using Individual and Fixed...
