julesstewart1983
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> @JH0201 said: > Following on from the previous discussion, did anyone find anything that they werent expected with the recent exam? > > I think the only thing that threw me slightly was the question surronding Wills I als…
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> @LuizaBTS said: > He cannot use carry forward from years he has not been a pension scheme member. So watch your technical info as some of the areas above are not correct. Luiza Thanks Luiza, I’d overlooked that.
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Morning, for me personally think I’ve more work to do on case study 2 but my brain dump thoughts are, case study 1: – Deferred DB pension – merits of taking/transfer/ risks etc. Advice process for DB- noted that parents died in early 70’s so pe…
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Hi both, I feel better already knowing we are all in the same position! I’m def not re-reading the textbooks. I think past papers and general knowledge brush up - EIS/VCT, income tax/ allowances/IHT/ tapered annual allowance etc. I am fortunate…
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Hi, I am also booked for the September exam and reality check of it being 4 weeks today has hit me! I’ve been looking at past papers and trying to get the generic questions nailed - those such as ‘what other information would you need to comment …
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> @DaleLucas said: > https://www.cii.co.uk/learning/qualifications/assessment-information/on-screen-written-exams-by-remote-invigilation/exam-rules/ > > Hopefully section 11 on here might answer some of your questions. Tha…
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Hi John, yes I used Prestwood Truth and the Timeline App for the third assignment, and some of assignment one from memory. I think it is recommended so you could even get a free trial to Cashcalc if you don’t use any just now.
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Hi, I submitted and passed the 3 assignments within 5 months and I have two children and work almost full time so definitely achievable I think. Hopefully your baby will be a good sleeper! Can’t say I found it that enjoyable or learnt a…
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Thanks Jona
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Aron, Yes that’s right but if no changes to the salsac post 9/7/15 then it wouldn’t be included at all, I was trying to figure out was whether a rise eg due to salary increase would count. Think I’m all clear now. Thanks
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Thanks Irene, On further review, the amount they have sacrificed has varied intra year so I would then need to include the full amount sacrificed throughout the period, and not just the amount eg that in excess of the 10% original, correct? Th…
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Hmm now doubting the compliance response! Off now til Monday so will review client file and response then.
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Hi Benjamin, That’s what I thought too but our compliance tech support said no about BCE3 and GMP step up, it’s referenced in the HMRC specifically as an exception.
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In case anyone is interested, the conclusion after discussing with tech advice is that the GMP would not be tested again at 65 as it is not being offered to a group of Scheme members eg increase in payment of 10% across the board, rather it’s member…
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Hi, we have reviewed a company called Pensionshelp and also done some due diligence on another called Onvestor.
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Hi, I always create my own flash cards using cards from Ryman’s, as I go through the study text.it Dec helps me and I also get my kids to test me on the bullet points - they take no prisoners if I’m slightly wrong!
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Thanks Verus 😀
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I use the Prudential one for comparing bonds and GIAs.
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Morning, Yep that’s my plan too - AF1 until we get the case study for AF5 then focus on that. We can only try! If I get these two then I’ll be Chartered so am keen to manage it. Will PM about study buddies 😁
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Hi, I did AF3 & AF7 on same day last April. It was tough mentally to go back after lunch and write for a further two hours but I did it and passed both. I too am planning AF1 and AF5 in October if you fancy a study buddy? I’ve started revi…
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Thanks both.
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Hi, I may be able to help as I have sat both those courseworks in the last 18 months. I too was looking for a coursework option having done two AFs in one go, felt exhausted and wanted to reclaim some family time! As far as the content for eac…
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Hi, I submitted and passed the first two AF8 assignments within 2 months and am working on my third now. I would disagree that you need to read the textbook tho - I have been dipping in and out just to ensure that I include some of the CII favoured …