Carry forward – where do people go wrong?

24 January 2022

Sponsored article. Over the years Royal London’s technical team has checked many hundreds of carry forward calculations so they have a very good idea of where the main mistakes are made. To help you avoid these mistakes and get prepared for tax year end, Fiona Hanrahan, Intermediary Development and Technical Manager at Royal London,...

2 FEBRUARY 2022 – Line up announced for our Technical Insight Seminar – London

25 January 2022

The first of our nine events around the country kicks off in London on 2 February. YOU CAN REGISTER FOR THIS EVENT AND ANY OF OUR 9 OTHER 2022 SEMINARS HERE. On the agenda for 2 February we have: Brian Radbone, Transact: Pension transfers – have we finally arrived at where we should be?...

Tips for taking AF exams

21 July 2021

At first glance, you might think the content from your learning provider or CII books from Diploma to Advanced diploma look somewhat similar, and you’d be right. But what you need to understand is how you are being assessed. In this article, Angelo Kornecki, Technical Director at Redmill Advance will take you through what...

Dan Atkinson: Build back better – conferences

26 July 2021

Digital conferences can now serve us well but they can’t replace the engagement and learning opportunities that physical events provide, suggests Dan Atkinson head of Technical at Paradigm Norton Financial Planning and chair of the CISI Paraplanner Interest Group. But maybe we can combine the digital with the physical. What are your views? The people who...

Get exam ready: Tips to build your study plan and avoid exam disaster

24 July 2021

In this article Alex Langhorn, head of Business Support at Bespoke Training Solutions, looks at two areas of exam preparation that can make a significant difference to the exam outcome, but which often get overlooked; making your study plan more effective, and improving your exam technique. Having a realistic study plan and good exam...