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John Reynolds
Works at expertpensions
Lives in Scotland, UK
115 followers|68,498 views
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John Reynolds

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The future?
An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.
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AF3 exam next week?
If you think IP14 is going to be in the AF3 exam next week you might want to take note.Our IP14 video has been in the top three video plays for a a few weeks, and even on a Bank Holiday Monday it was watched over 50 times.You might want to watch it and take note before next Wednesday and the AF3 exam?click here
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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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John Reynolds

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Exam times are changin'
I sat the AF4 exam today.I sit the AF3 and AF4 exam every year. There’s nothing like road testing your own study material, in person. It was the turn of the AF4 exam today.I was just finishing off my beer (it was screaming out for me earlier), before posting this. And I needed that beer, I can assure you.The AF4 exam forum is fizzing with discontent: AF4 exam forumHmm..reit, where do I start?Read more here
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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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In his circles
279 people
Have him in circles
115 people
Ernie Brown's profile photo
Neil Struthers's profile photo
Gareth Rees's profile photo
Scott Broadley's profile photo
Christopher Bearfoot's profile photo
Clive Lister's profile photo
Ray Cooney's profile photo
Bobby Handzhiev's profile photo
Abraham Okusanya's profile photo
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Currently
Scotland, UK
Contact Information
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Phone
01506 657318
Email
Address
Office 20, Evans Easyspace,24 Easter Inch CourtBATHGATEWest Lothian EH48 2FJ
Story
Tagline
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


Bragging rights
1000+ aspiring chartered financial advisers have joined our adventure
Work
Occupation
20 years teaching, consulting, mentoring and writing on pensions and investments
Skills
Expert in the financial services education sector
Employment
  • 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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Male
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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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