Monthly Roundup for August 2020

We know your time is valuable, so here’s a quick summary of the CII-related articles we’ve posted this month.

This Monthly Roundup allows you to see, at a glance, what articles have been posted and you can simply click on any that are of interest to you.

One of the questions we are sometimes asked here at Brand Financial Training is whether it is worth applying for a re-mark when a CII exam candidate misses the pass mark for a non-multiple choice exam. It’s a good question that is hard to answer.

In our last three articles on pension decumulation, we looked at drawdown and uncrystallised funds pension lump sum (UFPLS) retirement options, and at the money purchase annual allowance. In this article, we will take a look at death benefits post-April 2015.

In this third post in our series on pension decumulation, we will be looking at the Money Purchase Annual Allowance (MPAA). Those sitting the CII R04, AF7, or J05 exams should find this post particularly useful in their revision.

The balance of payments is just about the money coming into and going out of a country. Here, we take a closer look – useful information for those studying for any of the CII R02, J10, J12, or AF4 exams.

In this article, we discuss the benefits of incorporating a little time with nature into your study schedule.

State Pension rose its head in one of the recent R06 case studies, so here are the details for both the pre- and post-2016 schemes. This is useful reading for those who are studying for any of the CII AF1, AF5, CF1, R01, R03, R04, R05, or R06 exams.

This is a bit of Friday Fun where we provide you with 5 questions (and answers) relevant to a mix of CII exams. The challenge is for you to answer them in 5 minutes. We post them on the blog every Friday.

To try your 'hand' at answering the questions, visit our blog at one (or all) of the links below:

Friday 28 August

Friday 21 August

Friday 14 August

Friday 7 August