Monthly Roundup for February 2024

This article is correct as at 29 February 2024.

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.

In this article, we look at purchased life annuities, focusing in particular on their taxation and the reasons for and against their purchase – useful for CII R02, R03, R04, R06, J05, J10, AF1, AF4, and AF5 exam preparation.

Here, we take a look at what happens on the death of an ISA holder and a special allowance that is available to married couples and civil partners on first death. This is useful reading as part of your preparation for the CII R02, R03, AF1, R06, or AF5 exams.

The Finance Act 2006 introduced two new categories of special trusts: trusts for bereaved minors and 18-25 trusts. In this blog post, we take a look at both. This article is particularly relevant to the CII’s J02, R06, AF1, and AF5 exams.

In this Brand Bitesize video, we talk about Enterprise Investment Schemes. This is useful for CII R02, R03, or J10 exam revision; you may also find it useful to refer to this ‘bitesize’ video when studying for R06, AF1 or AF5 exams.

Here, we discuss a concerning trend where some pension trustees revisit transfer values, demanding repayment years later. This is useful reading for those preparing to sit the CII AF7 exam.

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:

Friday 23 February

Friday 16 February

Friday 9 February

Friday 2 February