OverviewTechnical matters
Technical matters
Webinar: tax planning considerations following Labour's first Budget Tax year end planning Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
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Paraplanner technical hub
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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.
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.
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.