Literature Library

Learning Library

AF1 - Personal tax and trust planning
AF2 - Business financial planning
AF3 - Pension planning
AF4 - Investment planning
AF5 - Financial planning process
ifs DipFA
J01 - Personal Tax
J02 - Trusts

J03 - The tax and legal aspects of business
J04 - Pension funding options
J05 - Pension income options
J06 - Investment principles, markets and environment
J07 - Supervision in a regulated environment
J08 - Financial Planning Practice
Useful Information

* Not all documents are available to order. Those that have the order option greyed out are only available online.

AF1 - Personal tax and trust planning

Title	Ref. no.	Audience
AF1 - Syllabus 2010-11	SWA1011065	Adviser
Bankruptcy	SWA1011017	Adviser
CGT Calculation	SWA1011001	Adviser
Chargeable Gains	SWA1011002	Adviser
CII Tax Tables 2010/11	SWA1011070	Adviser
Enduring Power of Attorney	SWA1011018	Adviser
Exit and Periodic Charges	SWA1011020	Adviser
Glossary of Trust Terms	SWA1011021	Adviser
IHT Basic Principles	SWA1011003	Adviser
IHT Nil Rate Bands	SWA1011004	Adviser
IHT NRB with CLTs	SWA1011005	Adviser
IHT NRB with CLTs and PETs	SWA1011007	Adviser
IHT NRB with PETs	SWA1011006	Adviser
Income Tax Calculation with OPS Contributions	SWA1011010	Adviser
Income Tax Calculations	SWA1011008	Adviser
Income Tax Example	SWA1011009	Adviser
Income Tax Position of Trusts	SWA1011022	Adviser
Income Tax with 10% savings band	SWA1011012	Adviser
Income Tax with Personal Pension Contributions	SWA1011011	Adviser
Inheritance Tax (IHT)	SWA1011013	Adviser
Intestacy	SWA1011023	Adviser
Lasting Powers of Attorney	SWA1011024	Adviser
National Insurance Contributions (NICs)	SWA1011014	Adviser
Power of Attorney	SWA1011026	Adviser
Residence & Domicile	SWA1011015	Adviser
Trustee Powers and Duties	SWA1011029	Adviser
Trustees Power to Delegate	SWA1011030	Adviser
Types of Trust	SWA1011031	Adviser
Varying Trust Deeds	SWA1011027	Adviser

AF2 - Business financial planning

Doc. Type	Title	Ref. no.	Audience	Order
	AF2 - Syllabus 2010-11	SWA1011066	Adviser
	CII Tax Tables 2010/11	SWA1011070	Adviser

AF3 - Pension planning

Title	Ref. no.	Audience
AF3 - Syllabus 2010-11	SWA1011067	Adviser
Anti-Forestalling 130k Rules		Adviser
Anti-Forestalling Orginal Rules		Adviser
CII Tax Tables 2010/11	SWA1011070	Adviser
Income Tax Calculation with OPS Contributions	SWA1011010	Adviser
Protected PCLS		Adviser

AF4 - Investment planning

Title	Ref. no.	Audience
Abbreviations		Adviser
AF4 - Syllabus 2010-11	SWA1011068	Adviser
CII Tax Tables 2010/11	SWA1011070	Adviser

AF5 - Financial planning process

Doc. Type	Title	Ref. no.	Audience	Order
	AF5 - Syllabus 2010-11	SWA1011069	Adviser
	CII Tax Tables 2010/11	SWA1011070	Adviser

ifs DipFA

Doc. Type	Title	Ref. no.	Audience	Order
	AFA - Final Exam Paper Oct 09		Adviser
	AFA - Pre Exam Fact Find Oct 09		Adviser
	AFA Coursework Assignment Sept 09		Adviser
	Extract from FFP Workbook		Adviser
	FFP - Specimen Exam Paper Answers July 09		Adviser
	FFP - Specimen Exam Paper July 09		Adviser

J01 - Personal Tax

Title	Ref. no.	Audience
CGT Calculation	SWA1011001	Adviser
Chargeable Gains	SWA1011002	Adviser
CII Tax Tables 2010/11	SWA1011070	Adviser
IHT Basic Principles	SWA1011003	Adviser
IHT Nil Rate Bands	SWA1011004	Adviser
IHT NRB with CLTs	SWA1011005	Adviser
IHT NRB with CLTs and PETs	SWA1011007	Adviser
IHT NRB with PETs	SWA1011006	Adviser
Income Tax Calculation with OPS Contributions	SWA1011010	Adviser
Income Tax Calculations	SWA1011008	Adviser
Income Tax Example	SWA1011009	Adviser
Income Tax with 10% savings band	SWA1011012	Adviser
Income Tax with Personal Pension Contributions	SWA1011011	Adviser
Inheritance Tax (IHT)	SWA1011013	Adviser
J01 Syllabus 2010-11	SWA1011057	Adviser
National Insurance Contributions (NICs)	SWA1011014	Adviser
Residence & Domicile	SWA1011015	Adviser

J02 - Trusts

Title	Ref. no.	Audience
Bankruptcy	SWA1011017	Adviser
CII Tax Tables 2010/11	SWA1011070	Adviser
Enduring Power of Attorney	SWA1011018	Adviser
Exit and Periodic Charges	SWA1011020	Adviser
Glossary of Trust Terms	SWA1011021	Adviser
Income Tax Position of Trusts	SWA1011022	Adviser
Intestacy	SWA1011023	Adviser
J02 - Exam style question and answers	SWA1011019	Adviser
J02 Syllabus 2010-11	SWA1011058	Adviser
Lasting Powers of Attorney	SWA1011024	Adviser
Power of Attorney	SWA1011026	Adviser
Secret & Charitable Trusts	SWA1011028	Adviser
Trustee Powers and Duties	SWA1011029	Adviser
Trustees Power to Delegate	SWA1011030	Adviser
Types of Trust	SWA1011031	Adviser
Varying Trust Deeds	SWA1011027	Adviser

J03 - The tax and legal aspects of business

Doc. Type	Title	Ref. no.	Audience	Order
	CII Tax Tables 2010/11	SWA1011070	Adviser
	J03 Syllabus 2010-11	SWA1011059	Adviser

J04 - Pension funding options

Title	Ref. no.	Audience
Abbreviations		Adviser
Anti-Forestalling 130k Rules		Adviser
Anti-Forestalling Orginal Rules		Adviser
CII Tax Tables 2010/11	SWA1011070	Adviser
Income Tax Calculation with OPS Contributions	SWA1011010	Adviser
Income Tax with Personal Pension Contributions	SWA1011011	Adviser
J04 Syllabus 2010-11	SWA1011060	Adviser
Protected PCLS		Adviser

J05 - Pension income options

Title	Ref. no.	Audience
Abbreviations		Adviser
Anti-Forestalling 130k Rules		Adviser
Anti-Forestalling Orginal Rules		Adviser
CII Tax Tables 2010/11	SWA1011070	Adviser
J05 - Escalation minimum requirements		Adviser
J05 Syllabus 2010-11	SWA1011061	Adviser
Protected PCLS		Adviser

J06 - Investment principles, markets and environment

Title	Ref. no.	Audience
CII Tax Tables 2010/11	SWA1011070	Adviser
J06 - Intelligence Centre Guide		Adviser
J06 Syllabus 2010-11	SWA1011062	Adviser

J07 - Supervision in a regulated environment

Doc. Type	Title	Ref. no.	Audience	Order
	CII Tax Tables 2010/11	SWA1011070	Adviser
	J07 Syllabus 2010-11	SWA1011063	Adviser

J08 - Financial Planning Practice

Doc. Type	Title	Ref. no.	Audience	Order
	CII Tax Tables 2010/11	SWA1011070	Adviser
	R06 / J08 - syllabus 2010-11	SWA1011064	Adviser

Useful Information

Title	Ref. no.	Audience
BPP Order Form	bpporderform	Adviser
CII Tax Tables 2010/11	SWA1011070	Adviser
IFS DipFA order form		Adviser

Welcome to Scottish Widows IFA website

Start of document

Jump menu

Adviser Extranet

Primary navigation (back to top)

My Quicklinks (back to top)

Main page content (back to top)

Learning Library

AF1 - Personal tax and trust planning

AF2 - Business financial planning

AF3 - Pension planning

AF4 - Investment planning

AF5 - Financial planning process

ifs DipFA

J01 - Personal Tax

J02 - Trusts

J03 - The tax and legal aspects of business

J04 - Pension funding options

J05 - Pension income options

J06 - Investment principles, markets and environment

J07 - Supervision in a regulated environment

J08 - Financial Planning Practice

Useful Information