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  • Many Routes to Chartered

    Are you working towards Chartered Financial Planner status?  Are you wondering where to start? Here, we explore the many options available to a person who has achieved her Diploma in Regulated Financial Planning and wants to gain Chartered status. This post was first published on Money Marketing.    In CII-speak, to meet the qualifications requirement you will need 290 credits. […]

  • Taking a Closer Look at Lifetime Annuities

    In our last four articles on pension decumulation, we took a look at the drawdown and uncrystallised funds pension lump sum (UFPLS) retirement options, as well as the money purchase annual allowance, and the death benefit rules. In this, our last article in this series, we take a look at lifetime annuities.

  • Current CII Exams Pass Rates

    The current CII exams pass rates have now been published. Here, we look at a selection of CII qualifications and their exam pass rates. Those who are planning to sit CII exams in the near future will want to know how past exam candidates have fared.

  • CII AF7 Pension Transfers – A Review of the October 2017 Exam Paper

    We have been reviewing the CII exam papers from October, and this week, it’s the turn of the first ever AF7 Pension Transfer exam. If you haven’t seen it yet, then the paper can be found here. Favourable Feedback from Candidates Most of the feedback we’ve received from those who sat this paper has been favourable, with most saying that […]

  • A Look at the Uncrystallised Funds Pension Lump Sum (UFPLS)

    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.

  • 9 Ways to Increase Your Chances of Passing Your CII Written Exam

    With some written exams back on track for July and the rest in October, it’s time to think about exam technique and how to give yourself the best chance of receiving the marks on offer.

  • The Difference Between the Basic and New State Pensions

    State pensions can be tested where you might not always expect them to be. Clearly they can be tested in the CII R04 exam and some knowledge might be needed for AF7, but they can also appear in R06, AF1 and AF5.  Here, we look at the differences between the basic State pension and the new State pension.

  • How to Calculate Pension Input Periods (PIPs)

    In this article, we look at pension input periods - or PIPs.  This is the period of time where total pension contributions are calculated to see if the annual allowance or money purchase annual allowance has been exceeded. Read on to learn more as you prepare for any of the CII AF7, J05 or R04 exams.

  • Articles Relevant to the Most Popular CII Exams

    Here are some links to the most popular exams to help you find our articles that are relevant to those exams.

  • Lifetime Allowance is likely to be tested on CII Pension Exams

    Learn more about the Lifetime Allowance so you're prepared on exam day - useful reading for CII AF4, AF5, AF7, R04 and R06 exam preparation.

  • How to Answer Factors-Type Questions on your CII AF Exam

    With some of the CII’s advanced papers, we have noticed that a particular style of question often appears, where candidates need to identify and explain relevant ‘factors’. Here, you will learn how best to approach this sort of question as you prepare for your exam. In the AF1 October exam, this question appeared:  ‘State the factors specific to Brian and […]

  • How to Do a Primary Protection Calculation

    The Pensions legislation isn’t easy, and it makes taking the CII pensions exams all the more challenging. In this article, we take a look at primary protection, introduced to protect those people who had total pension benefits of £1.5m or more on the 5th April 2006 (A day) and who still wanted to make pension contributions.  It is very likely to appear in any of the pensions exams so it’s worth spending some time understanding the legislation.

  • CII Exams Pass Rates for 2018

    The CII exams pass rates have now been published for the 2018 exam sittings. Here, we look at a selection of CII qualifications and their exam pass rates. Those who are planning to sit CII exams in the near future will want to know how past exam candidates have fared.

  • Taking a Look at Pensions and Divorce

    Looking at the case studies for this month’s R06 exam, it looked highly likely that a question on pensions and divorce was going to be asked. It also raised a few queries as to the options available to an ex-spouse.  Here we look at the options of pension sharing and earmarking. Earmarking Earmarking basically means that the ex-spouse has benefits […]

  • Will the new benchmark be Level 6?

    One of the questions on the minds of many financial advisers is whether or not the bar will be raised to QCF Level 6. This article examines the decision advisers need to make as to whether to take the ‘easy route’ or the ‘relevant route’ on their path to qualification. This article is of particular interest to those who are […]