Monthly Roundup for July 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.

In this second post in our series on pension decumulation, we will be looking at a triumph for the Plain English Department in the Treasury – the uncrystallised funds pension lump sum aka the UFPLS. Those sitting the CII R04, AF7 or J05 should find this post particularly useful in their revision.

This is the first in a series of posts regarding pension decumulation. Those sitting the CII AF7, R04, or J05 exams should find this post particularly useful in their revision.

We’ve all heard about the current pandemic potentially ‘resetting the world’. And if that sounds a shade over-ambitious, one thing the present crisis could perhaps more realistically reset is our sleeping patterns.

The marriage allowance is a scheme to give income tax relief to married couples, but it does only apply to those couples with very specific circumstances. Here, we discuss those circumstances and provide an example that will be useful to those who are studying for any of the CII CF1, R01, R03, R06, AF1, or AF5 exams.

Protection products are tested within the CII R01 exam, the R05 exam, the R06 exam, as well as the CF1 exam. In each exam, in addition to questions on the different types of term assurance, there could also be a number of questions relating to income protection and other insurance-based policies. Here, we explain these further to help with your CII exam revision.

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 31 July

Friday 24 July

Friday 17 July

Friday 10 July

Friday 3 July