Expert Pensions

Business Details

8 Years

experience

Your Trusted Financial Training & CPD Partner in Linlithgow

Expert Pensions has been a leading provider of training and development services to the UK financial advice market since 2018. Based in Linlithgow, Scotland, we specialize in delivering high-quality continuing professional development (CPD), regulatory exam support, and compliance training tailored to financial services professionals. Our comprehensive self-study courses, live expert webinars, and FCA-ready reporting tools are designed to meet the evolving needs of financial advisors and firms. With over 10,000 registered learners and partnerships with 100+ financial advice firms, we combine technical expertise with innovative learning solutions to ensure compliance and professional growth. Our platform features 500+ hours of content covering technical CPD, behavioural skills, and CII/CISI exam preparation, supported by a dedicated UK-based team.

We prioritize accessibility through seamless integration with HR systems, single sign-on capabilities, and AI-driven learning enhancements. Recognized for our commitment to excellence, we provide a one-stop solution for firms seeking to maintain regulatory standards while upskilling their teams. Our clients consistently highlight our user-friendly platform, responsive support, and the effectiveness of our exam preparation resources in achieving high pass rates. By blending self-study modules with expert-led webinars, we cater to diverse learning preferences while maintaining rigorous quality assurance. Our focus remains on empowering financial professionals to deliver exceptional client service through continuous learning and compliance.

Services

CPD Training Exam Support Courses Live Webinars FCA Compliance Reporting Corporate Training Mock Exam App Technical CPD Behavioural Skills Training Regulatory Exam Preparation Learning Management System

Details

Year established: 2018

Highlights and features

We offer blended learning combining self-study and expert-led webinars for diverse learning styles.
Our full library of CII/CISI exam support covers all qualification levels in one platform.
We provide FCA-ready reporting tools specifically designed for financial advice firms.
Our dedicated UK-based support team ensures high responsiveness and personalized assistance.
We enable seamless migration of historical data and integration with existing HR systems.

What people say

88% pass rates User-friendly platform Seamless implementation Responsive support Effective exam resources

Website

Update Listing

Services

CPD Training

Our CPD training programs deliver technical and behavioural skills development for financial advisors. With 450+ hours of FCA-compliant content, including cybersecurity and equality training, our self-study modules and live webinars ensure regulatory adherence. The platform tracks progress for individual and firm-wide reporting requirements.

Exam Support Courses

Specialized CII and CISI exam support covers all levels from certificate to advanced diplomas. Our resources include mock exams, study guides, and AI-enhanced learning tools. Clients report 80-88% pass rates using our exam-focused content without additional study materials.

Live Webinars

Monthly live webinars address technical subjects and soft skills for financial professionals. Topics range from tax planning to neurodiversity in client relationships, delivered by industry experts. Sessions are recorded for on-demand access while maintaining interactive elements for real-time participants.

FCA Compliance Reporting

Our platform provides FCA-ready dashboards for tracking individual and firm-wide learning progress. Features include annual testing functionality and compliance documentation generation, helping firms meet regulatory requirements efficiently without manual data management.

Corporate Training

Tailored solutions for financial firms including white-labelled learning systems and corporate academies. We offer seamless integration with existing HR infrastructure and migration of historical training data, supporting team-wide compliance and professional development initiatives.

Questions

What qualifications do you support?

We support CII and CISI qualifications at all levels, from certificate to advanced diploma courses.

How does your CPD reporting work?

Our FCA-ready dashboards track individual and firm-wide progress with automated compliance documentation generation.

Can we integrate with existing systems?

Yes, we offer single sign-on integration and migration of historical training data for seamless implementation.

Do you offer corporate solutions?

Yes, we provide white-labelled corporate academies and tailored training programs for financial firms.

What support is available?

Our UK-based team provides hands-on support for platform implementation and ongoing technical assistance.

Reviews (5)

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Paul Moat

Sep 11, 2021 Report

Positive:Communication,Professionalism
Expert Pensions have been a great support and sounding board while helping me to study towards my CII exams.

Matthew Lean

Dec 02, 2020 Report

Excellent learning materials and great customer service also. I purchased the AF7 Structured Study Plan and have been very pleased with the quality of the content. The video tutorials are a great help!

Matt Begley

Jul 28, 2020 Report

I first used Expert Pensions in 2016. I can state with 100% conviction that without John and his team that I would have probably not managed to pass AF1 and AF3. I am not a 'natural' when it comes to exams and recall of knowledge. The quality of study material and guidance/support available greatly assisted my attainment of Chartered Status. Thank you.

Paul Clifford Fpfs Fcii

May 30, 2020 Report

John, Linda and the entire EP team are always happy and willing to help. They make the complex understandable and I have no hesitation in recommending Expert Pensions to others .

James Glasheen

Sep 02, 2019 Report

You can't fault these people. They got me through AF3, AF7 and AF1. I work alone and "suffer" the inevitable isolation that comes with this. It has been invaluable to me to have direct contact and a person (real) to talk with and discuss concerns with regard the exams. John's weekly live presentations are a great source of support and Tessa quickly gets to understand each individual and how to respond to them in a bespoke manner (we all see and read things differently!!). I shall most certainly be using them for the remainder of my journey.