R05
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March 2, 2021
Assessing Financial Strength with the Free Asset Ratio
In this blog post, we take a look at a key financial measure – the free asset ratio. This...
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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 7, 2020
A Quick Revision Guide on Protection Products
Protection products are tested within the CII R01 exam, the R05 exam, the R06 exam, as well as the...
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October 8, 2019
What is a Relevant Life Plan?
This article explains what a Relevant Life Plan is, when it would be used and by whom. You'll find...
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August 27, 2019
A High-Level Look at the Main Recommendations of the OTS’s IHT Review
In January 2018, the Office of Tax Simplification (OTS) was asked to review various aspects of inheritance tax (IHT). ...
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September 24, 2018
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May 9, 2017
Combined Life and Critical Illness Cover and the Use of Trusts
With a combined life policy with CIC, you need to use a special type of trust to ensure that...
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July 28, 2015
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July 24, 2015
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July 23, 2015
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March 12, 2015
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January 10, 2012
5 Steps for Diploma in Regulated Financial Planning
Previously, to be a financial adviser in the United Kingdom, you had to obtain a Certificate in Financial Planning....
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January 10, 2012
CII Diploma in Regulated Financial Planning
This article will delve into the specifics of the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning, an...
