R04
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March 30, 2021
How to Work Out the Maximum Amount of PCLS Available
In this article, we take a look at how to work out the maximum amount of PCLS available at...
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February 9, 2021
A Quick Look at The Money and Pensions Service
In early 2019, the Single Financial Guidance Body was formed. Later that year, it was rebranded as the Money...
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December 15, 2020
Looking at Pension Input Periods and Defined Benefit Schemes
Here, we take a look at pension input periods (PIPs) in relation to active members of defined benefit (DB)...
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December 8, 2020
What are authorised and unauthorised payments?
In R04 and FA2, you may need to be able to distinguish between payments that are permitted by Her...
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October 13, 2020
Looking at Phased Retirement By Way of an Example Calculation
Here, we provide readers with a useful example regarding phased annuity purchase - perfect for your CII R04, J05,...
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September 1, 2020
Taking a Closer Look at Lifetime Annuities
In our last four articles on pension decumulation, we took a look at the drawdown and uncrystallised funds pension...
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August 25, 2020
Pensions and Death Benefits
In our last three articles on pension decumulation, we looked at drawdown and uncrystallised funds pension lump sum (UFPLS)...
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August 4, 2020
State Pension – The New and the Old
State Pension rose its head in one of the recent R06 case studies, so here are the details for...
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July 28, 2020
A Look at the Uncrystallised Funds Pension Lump Sum (UFPLS)
In this second post in our series on pension decumulation, we will be looking at a triumph for the...
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July 21, 2020
Pension Flexibility – The Drawdown Regime
This is the first in a series of posts regarding pension decumulation. Those sitting the CII AF7, R04, or...
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April 21, 2020
Tapering the Annual Pension Allowance for High Earners
In the budget, the rules for tapering the pension annual allowance changed. Read on to help your revision for...
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January 7, 2020
How to Tackle NIC Questions on your CII Exam
This week we are looking at National Insurance Contributions for employers and employees - useful reading for those studying...
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November 26, 2019
The Difference Between the Basic and New State Pensions
State pensions can be tested where you might not always expect them to be. Clearly they can be tested...
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October 15, 2019
Lifetime Allowance is likely to be tested on CII Pension Exams
Learn more about the Lifetime Allowance so you're prepared on exam day - useful reading for CII AF4, AF5,...
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October 1, 2019
What is cash flow modelling?
Lifetime cash flow modelling is designed essentially to help clients to become financially more organised. Learn more as you...
