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Retirement and pensions training

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.

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

Annual allowance

6 min watch

Flexi-access drawdown

7 min watch

Money purchase annual allowance

8 min watch

Death benefits oveview

8 min watch

Capped drawdown

7 min watch

Exam technique

12 min watch

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 4.5, 5.3 1.4 1, 3 -
 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 2.4 4.1/4.5 - 2 -
 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 -
 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 -
 Money purchase annual allowance 1.9 2.2 1.1 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.

Continuing Professional Development

We understand that Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services sector. Please use our form to record any learning and development activities you have undertaken, from the range of support of materials available on our website. 

Please note, to enable all functionality within the form to work, download the form to your computer from the browser’s task bar.

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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 2020-21 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.

Personal tax and trust planning training

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

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