Monthly Roundup for June 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.

Enduring Powers of Attorney and Lasting Powers of Attorney are usually tested in the CII AF1 paper and will often appear in other exams too such as J02, R06, and AF5. Sometimes a General Power of Attorney will be tested – often throwing candidates in the process. In this article, we look at the details of these.

At this very moment, the material you’ve been revising from your CII study text could be outdated. In this brief article, we’ll tell you why that might be true for you and what you can do about it.

Anyone sitting one of the CII investment exams will need to be familiar with measuring returns. In this article, we look at the money-weighted rate of return (MWR) and the time-weighted rate of return (TWR) – both of which are examined in R02 as well as in J10, J12, and AF4.

We recently did an article on using a SIPP to buy commercial property, which is a common area tested in the AF2 business financial planning paper. Another related question that often comes up in this exam is how much extra pension contribution is needed to fund a purchase.

The coronavirus crisis has disrupted ordinary life and daily routines for most of us. Time has changed all significance, lost its shape and may seem to be missing its usual meaning. Maybe we should take the opportunity to ponder some deeper questions?

Blind trusts only appear to be mentioned in J10 – the CII exam on Discretionary Investment Management. Here, we explain what a blind trust is and why a person might wish to have one set up.

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 26 June

Friday 19 June

Friday 12 June

Friday 5 June