Author Archives: admin

You spend HOW much on cycling gear?

This is the question I am dreading hearing when I next apply for a mortgage. With the new affordability checks under MMR now in force, all mortgage applicants are going to come under much closer scrutiny in terms of their spending patterns. This could mean some difficult questions when the future Mrs Dunckley finds out […]

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Expert exam tuition

Jon Dunckley, Managing Director of Fortica and Chartered Certified Financial Planner is running a series of workshops to help students pass their RO exams. Contact for more details

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A brave new world…

So it is all change in the Pensions world. At first glance, it seems a great idea for those who can control their finances and budget effectively. It also seems like an invitation to commit financial suicide for those who can’t. Time, and consultation, will ultimately tell. In the meantime, we are here to provide […]

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R04 and R05 training courses

Fortica is pleased to offer places on forthcoming R04 and Ro5 training courses. Run by experts, these are small group sessions to give you the best possible chance to pass the exam. Contact for more details

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Queen’s speech…

Today’s Queen’s speech included some significant pensions changes.

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Working with our team at ExamAngel (a division of Fortica) we have put together a workshop programme designed to help get you through to advanced diploma level. The tutorials run weekly and build your knowledge gradually. For more information contact

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Fortica can work with your organisation to develop bespoke, structured CPD to meet the needs of your people. Our industry experts can ensure you get the most out of your CPD hours. Find out what we can do you for you

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Pension Changes

Government have announced signficant changes to the way the state pension will work. Due to be implemented in 2017, the change will mean a flat rate pension of around £143pw and an end to the pension credit system. 

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IFA – Offshore

I am very grateful for all your help and support and I thank you very much.  If ever you want a recommendation or any help, just ask. Well done ! .

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Financial Consultant – UK

I can heartily recommend Jon (our Managing Director) as a trainer, his knowledge of Financial Services AND ability to impart this expertise is immense. I have also used his online website ExamAngel which was really useful in testing my knowledge prior to exams.

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