R06
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January 3, 2023
My R06 Experience – Part 2
In September, our team member, Ann, took the R06 Financial Planning Practice exam. There's a lot that can be...
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December 27, 2022
My R06 Experience – Part 1
Members of the Brand Financial Training Team regularly sit some of the CII exams to ensure we keep in...
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November 22, 2022
Our Post-Exam Review of the September 2022 CII R06 Exam
The exam guide from the September sitting of R06 has been released by the CII, prompting us to see...
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October 25, 2022
Inheritance Tax and Exempt Transfers
For inheritance tax (IHT) purposes, gifts fall into one of three categories: exempt transfers, potentially exempt transfers (PETs), and...
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October 18, 2022
ESG and Socially Responsible Investments
The Financial Conduct Authority (FCA) has recently warned of the risks of environmental, social and governance (ESG) benchmarks and...
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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 20, 2022
Our Post-Exam Review of the July 2022 CII R06 Exam
The exam guide from the July sitting of R06 has been released by the CII, prompting us to see...
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September 6, 2022
Focus on the CII R06 Fact-Finding Questions
One thing you can pretty much guarantee in the CII R06 exam is a fact-finding question. Here, we discuss...
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August 2, 2022
Learning about Flexible Reversionary Trusts
A flexible reversionary trust (FRT) enables a settlor to give money away, with the option to take some or...
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July 26, 2022
Getting to Know the Main Types of Long-Term Care Insurance
Last week, we looked at State benefits for long-term care. In this article, we review the main types of...
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July 5, 2022
Understanding Loan Trusts
Loan trust schemes give investors access to their original investment whilst achieving a long-term inheritance tax benefit. Loan trusts...
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June 23, 2022
Our Post-Exam Review of the April 2022 CII R06 Exam
The question paper from the April sitting of R06 has been released by the CII, prompting us to see...
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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...