Study room

The CII Financial Assess training package tests your knowledge of key financial topics

Technical Connection answers questions on probate and pensions

Congratulations all our PFS graduates from 2019-2021! Due to the pandemic, it has not been possible for graduation ceremonies during 2020 and 2021. However, graduations will return from April 2022 and all those who missed the opportunity to attend their graduation will receive an invitation. Graduates will be updated in due course once dates are confirmed.

Technical Connection provides a reminder of the inheritance tax exemptions

Vivine Cameron speaks to two Coventry University graduates about how CII qualifications led them to careers as financial advisers

Technical Connection’s Niki Patel provides a reminder of the fundamentals and planning options around the Residence Nil Rate Band

The CII Financial Assess training package tests your knowledge of key

Bobbi Sills highlights key takeaways from the PFS’s latest pension transfer webinar

Questions answered on uncrystallised funds and what happens to ISAs when moving abroad

Technical Connection’s John Woolley explores tax planning opportunities arising from this year’s Budget and Command Paper