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John Reynolds
Works at expertpensions
Lives in Scotland, UK
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John Reynolds

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AF5 exam April 2015 Initial review
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It's 2 days until the case study for the April 2015 AF5 exam.We'll be working on it from Friday night and right through the weekend into next week. The full case study analysis will be completed by Wednesday 1 April, in time for our first workshop running in Milton Keynes on Thursday 2 April.But, the first of our popular daily video tutorials on the case study will be released on Sunday/Monday morning, when we will do a full case study review on ...
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The AF5 exam
I sent this to the CII on 17 october 2014, as a result of the feedback from students who sat the AF5 exam in October 2014.''Dear CII,In April, I wrote to congratulate you and the senior examiner on the AF5 exam.In June, I met Keith at the Scottish Chartered Financial Planner conference in Glasgow. You know I've had my reservations about how much the AF5 exam is fit for purpose.And I've made that clear. The subtle changes in April was a step in ri...
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Ice-cream and umbrella; we'd all enjoy an ice-cream when the sun is shining (flexi-drawdown, when needed) and we'd all prefer an umbrella when the rain is falling (fixed bills, fixed costs, falling markets and hedging uncertainty).

A balance is exactly what we need. An educated balance....
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3 unknowns about pensions flexibility
I make it 7 weeks until 6 April and we are still awaiting final guidance on the IHT position.Tread carefully with any conversations you are having in the run-up to 6 April, particularly in the IHT space when discussing pension flexibility. There are still things we don't know for certain.In particular, there are still 3 unknowns which could have a serious impact on your clients wealth planning: The tax rate on the new BCE 5C The rate of tax on a...
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John Reynolds

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AF5 exam case study analysis
All is in hand.We’ve started working on the analysis for the April 2015 AF5 exam.As planned there will be an initial video review tomorrow night (Sunday) going through our initial thoughts and highlighting key areas and client objectives.The first thing is to get the client objectives nailed and we’ll be issuing details about those tomorrow.The first impression of the fact find is that there is a lot going on. It’s not that complex, but there is ...
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Good move by CII.
This will provide a timely wake up call and clarify exactly what a chartered firm is with credibility.
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Do you ever get asked about investment performance when comparing your portfolios for clients, other advisors or your DFM?click here for more: How do you assess performance
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Very useful background and figures to show the benefits of pre and post retirement 'joined-up' financial planning.
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Everything you don't know about pensions flexibility
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Booked. Bring it on.
If you are thinking about sitting an AF exam in April, time to decide from the CII exams 2015. I’ve just booked the CII AF4 exam for April 2015.I like to sit the AF3 and/or AF4 exam at least once a year and this year it’s going to be AF4 in April and AF3 exam in October.I sit the exams for two reasons: CPD hours @level6 and to remind myself again what it’s like to sit these tricky exams. As someone who teaches them, I like to regularly test my st...
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In his circles
278 people
Have him in circles
113 people
Abraham Okusanya's profile photo
Tony Burkinshaw's profile photo
Dean Ritchie's profile photo
Stuart Griffiths's profile photo
Josh Butten's profile photo
Stan Bush's profile photo
Lyndon Antcliff's profile photo
Steven Burrows's profile photo
Alan Mann's profile photo
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Scotland, UK
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01506 657318
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Office 20, Evans Easyspace,24 Easter Inch CourtBATHGATEWest Lothian EH48 2FJ
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Expert teaching on pensions and investments
Introduction

I've been successfully teaching pensions and investments to Chartered Financial Advisers for 20 years.

I make complex pension and investment theory easy. 

That simplicity and clear explanation helps you learn quicker. 

You can share my expert study tips and industry comment on my blog at expertpensions.co.uk or here:

http://www.twitter.com/expertpensions

http://gplus.to/expertpensions

http://uk.linkedin.com/in/expertpensions


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1000+ aspiring chartered financial advisers have joined our adventure
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20 years teaching, consulting, mentoring and writing on pensions and investments
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Expert in the financial services education sector
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  • expertpensions
    Teacher, trainer, presenter and writer on complex pensions and investments, 2011 - present
    20 years teaching, consulting, mentoring and writing on pensions and investments. Presenting in-depth technical subjects in a format that is easy to understand designed to give financial advisor exam candidates the required technical knowledge, study strategy and exam technique to confidently sit and pass AF3, AF4 and AF5 financial advisor exams; achieving the gold standard Chartered Financial Planner status.
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expertpensions
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Please note the date and time. I can see that you are still using the video testimonial and written testimonial given by myself. These belong to you. They were accurate at the time. I have asked you to remove them as they are no longer representative of my views of Pixelboxdesign. They are not accurate. They are a false and misleading representation of my current position, views, thoughts and feelings towards pixelboxdesign and the service I have received from you throughout 2014. You leave me no choice, but to make it clear to all my contacts that your current representation of my views is completely inaccurate and as long as you continue to hold up these videos and written representations as my current view (which you are entitled to do and I recognise that fact), I will respond with the true and accurate and current position.
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