How to pass the CII R04 | Demystifying the Annual Allowance and Lifetime Allowance
Despite HMRC attempts to keep things simple, it’s a well-known issue that pensions are anything but. The theory is, if we can make pensions easier to understand then more clients will contribute towards their retirement planning, easing the financial burden on the state. In our view, the government still have a long way to go […]
What is the best order to sit the CII R0 exams in?

BTS Director, Luiza joined Sam from the Financial Planner Life Podcast to discuss the popular question – What is the best order to sit the CII R0 exams in? In the video, Sam asks some of the common questions that come in from candidates about the best order to sit the exams in. 1. Is […]
What should candidates know about the PSI remote invigilated CII exams? BTS talks to the Financial Planner Life Podcast

BTS are delighted to share that we have been working on an exciting new collaborative project with Financial Planner Life, producers of the popular Financial Planner Life Podcast. In the first of a series of short interviews, Luiza Todd, one of the BTS directors and founders of the company, talks about her recent experience of […]