Roundup Dec 2021 | Brand Financial Training

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.

Domicile and Deemed Domicile – Spot the Difference

Previously, we looked at UK residency and here, we focus on an individual’s domicile. This is of interest to those preparing for the CII’s R03 Exam.

The CII AF1 September 2021 Exam in Review

The CII has released their papers from the exam sittings that happened in September. In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper.

How to Determine UK Residency Status

A whole chapter of the CII’s R03 study text is based on residence and domicile, so no doubt you’ll be faced with questions on this subject. Over the next few weeks, we will be posting articles to help you break down the technical detail. This will also be of interest to anyone studying for AF1, AF5 or R06.

5 Tips for Juggling Study and Work

Balancing the constantly conflicting demands of work, study and your personal life is always going to be challenging. Occasionally, your employer, tutor and family members may simultaneously feel their hold on your time is the most important one. But while it can seem daunting, it’s by no means impossible.

Paul Hughes, the PPF, and the practical implications going forward

If you’re wondering who Paul Hughes is then you’re probably not alone. Most pension scheme members have probably never heard of him and the same would apply to many pension transfer specialists. However, a number in both categories might indirectly have a lot to thank him for. This article is relevant to those studying for the CII AF7 exam.

A Quick Whizz Through Derivatives

Here, we discuss derivatives and their main types. This is useful reading for those who are preparing to sit any of the CII R02, J10 or AF4 exams.

Friday Five: 5 Questions in 5 Minutes Every Friday

This is a bit of Friday Fun where each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. 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: