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Retirement technical videos

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

Whether you want to improve your pension technical knowledge or are studying for your pension exams, these videos are a valuable source of information and insight to support you in navigating the complexities of retirement planning.

Recently added

Alternative ways of achieving client’s objectives

Appropriate pension transfer analysis part 1

Appropriate pension transfer analysis part 2

Attitude to investment risk and capacity for loss

Incentive exercises

Suitability rules

Please see below the full range of videos. Simply click on the title in the table to view.

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 -
DB schemes – statutory escalation and revaluation 2.4 4.4 - 2 -
DB transfer advice - 4.4 3.1 3 1.2, 1.3
DB transfer issues and considerations – Part 1 - 4.4 - 3 2.5
DB transfer issues and considerations – Part 2 1.6 4.4 - 3 2.2
DB transfer issues and considerations – Part 3 2.5 4.4 - 3 2.2
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 4.5, 5.3 1.4 1, 3 -
Defined benefit schemes – establishing benefits at retirement 2.4 4.1/4.5 - 2 -
Defined benefit schemes – options at retirement 2.4 6.2 - 4 -
Defined contribution schemes – scheme types overview - 5.1 - 2 -
Early Leaver Options - 4.4, 5.3 - 5 -
Enhanced transfer values and transitional protection - - - - 2.5
Exam technique Yes No No Yes Yes
Fixed protection 1.1 2.1 - 1 -
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
Individual protection 1.1 2.1 - 1 -
Lifetime Allowance part 1 1.1, 1.5 2.2 1.2 1 -
Lifetime Allowance part 2 1.1, 1.3, 1.5 2.2 1.1 1 -
Lifetime allowance – transitional protection (primary protection) 1.1 2.2 - 1 -
Lifetime allowance – transitional protection (enhanced protection) 1.1 2.2 - 1 -
Pension Commencement Lump Sum (PCLS) and transitional protection 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 -
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 -
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 -

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.

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 2018-19 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. FundsNetwork cannot give advice regarding tax.