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Retirement and pensions training

This section is designed to help you prepare for your upcoming pension exams.

Important notes

  • The CII syllabus is examined from 1 September 2024 to 31 August 2025
  • Candidate are examined on the basis of English law and practice in the tax year 2024/25 unless otherwise stated

Personal tax and trust planning training (AF1)

Full range of videos for J05, R04, R08, AF3 and AF7 below. Simply click on the title in the table to view.

Recently added

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The three new allowances

7 min watch

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Transitional tax-free amount certificate (TTFAC)

8 min watch

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Transitional protection - fixed and individual

4 min watch

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Transitional Protection - primary and enhanced

9 min watch

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PCLS and transitional protection - post 6 April 2024

7 min watch

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Death benefits overview

14 min watch

Scroll down for the full list of videos

Video CII exams - Learning outcomes
J05 R04 R08 AF3 AF7
 Alternative ways of achieving client’s objectives - - - - 3.2
 Annual allowance 1.9 2.2 1.1 1 -
 Appropriate pension transfer analysis part 1 - - - - 1.3
 Appropriate pension transfer analysis part 2 - - - - 1.3
 Attitude to investment risk and capacity for loss - - - - 2.5
 Calculating the cash equivalent transfer value - 4.4 - 3 -
 Capped drawdown 3.1, 3.2, 3.4, 3.5 6.3 5.2 6 -
 Carry Forward 1.9 2.2 1.1 1 -
 Death benefits after annuity purchase 2.2, 2.5 6.3 1.4 6 -
 Death benefits overview 2.2, 2.5, 3.3,4.5 - - - -
 Defined benefit transfer advice - 4.4 3.1 3 1.2, 1.3
 Defined benefit transfer issues and considerations – Part 1 - 4.4 - 3 2.5
 Defined benefit transfer issues and considerations – Part 2 1.6 4.4 - 3 2.2
 Defined benefit transfer issues and considerations – Part 3 2.5 4.4 - 3 2.2
 Defined benefit schemes - establishing benefits at retirement 1.6 4.4 - - -
 Defined benefit schemes – options at retirement 2.4 6.2 - 4 -
 Defined benefit schemes – statutory escalation and
revaluation		 2.4 4.4 - 2 -
 Defined contribution schemes – scheme types overview - 5.1 - 2 -
 Early Leaver Options - 4.4, 5.3 - 5 -
 Exam technique Yes No No Yes Yes
 Flexi-access drawdown 3.1, 3.4 6.3 5.2 6 -
 Implications of transferring out of different pension schemes - Death benefits - - - - 2.1, 2.2
 Implications of transferring out of different pension schemes - ill-health benefits - - - - 2.1, 2.2
 Implications of transferring out of different pension schemes - retirement options - - - - 2.1, 2.2
 Incentive exercises - - - - 2.5
 Money purchase annual allowance 1.9 2.2 1.1 1 -
 Pension Commencement Lump Sum (PCLS) and transitional protection - post 6 April 2024 1.3 2.1 - 1 -
 Pensions and divorce and the effect of pension freedom
reforms		 1.1 3.1 - 6 -
 Pension Protection Fund 5.4 3.1 - 6 -
 Pension transfers – key stages in the advice process - - - - 1.3
 Pensions and bankruptcy - 3.1 - 6 -
 Pensions tapered annual allowance 1.7 2.2 1.1 1 -
 Risks taken onboard when transferring into a money purchase
scheme		 - - - - 2.4
 Suitability rules - - - - 1.1
 Tax relief - 2.1 - 1 -
 The Single-tier State Pension 6.6 7.1 6.1 4 -
 The three new allowances 1.1, 1.5 2.2 1.2 1 -
 Transitional protection - fixed and individual - - - - -
 Transitional Protection - primary and enhanced protection 1.1 2.2 - 1 -
 Transitional tax-free amount certificate 1.1, 1.5 2.2 1.2 1 -
 Trivial commutation by the member and small pots payments 1.5 6.5 1.2 4 -
 Types of lifetime annuity 2.3 6.3 5.1 4 -
 Uncrystallised Funds Pension Lump Sums (UFPLS) 1.4, 3.1 6.3 5.2 6 -
 Voluntary National Insurance contributions – topping up the
State Pension		 6.2 7.1 5.2 7 -

Lifetime allowance pre-April 2024

For those who need to understand the old rules relating to the lifetime allowance before they were abolish post 5 April 2024.

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Lifetime allowance part 1

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Lifetime allowance part 2

About the speaker

Neil Dickey, Independent consultant

Neil is a fellow of the Personal Finance Society (PFS) and a Chartered Financial Planner. He is one of the UK's most qualified and respected names in financial planning. Having started his career as an adviser, he's also worked as a paraplanner and more recently as a freelance technical author and trainer.

Continuing Professional Development (CPD)

We understand that CPD is of key importance to all practitioners in the financial services sector. Please use our form to record any learning and development activity.

Personal tax and trust planning training

Further videos to help you with your upcoming CII AF1 exams, or simply help refresh your knowledge.

Important information

The videos are designed to give professional financial advisers technical information on retirement planning and pensions legislation as part of the CII’s 2024/25 syllabus, and should not be relied upon.

No statements or representations made in these videos are legally binding on Fidelity or the recipient and no liability is accepted in connection with this material or any matter discussed. We cannot give advice regarding tax.

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