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AF3 : Pension planning

Calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.
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  • Free AF3 calculation workbook taster
  • Over 60 pages of calculation questions and answers
  • Full step-by-step answers for every question
  • Detailed explanations for each answer
  • Cross references to the relevant CII study text
  • All questions and answers kept up-to-date to reflect changes to the exam syllabus and tax year
  • Download them instantly in PDF format and print as required
  • 30-day money-back guarantee

Calculation workbook taster for FREE!

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Full calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.

How do I order?

  1. Simply click on the ‘Add To Cart’ button and proceed through the order process.
  2. You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link.

Valid for examinations from 1 September 2016 to 31 August 2017

AF3 Step-By-Step Calculation Workbook
£45
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Valid for examinations from 1 September 2016 to 31 August 2017

  • "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
    Josh Butten
    Josh ButtenMDG MK, Milton Keynes

What calculations are included?

  • HM Revenue & Customs tax regime for pensions
  • Defined contributions and defined benefit pension schemes
  • State retirement benefits
  • Early leavers, transfer value analysis and transfer advice
  • Various options for drawing income
  • Solutions available to personal and corporate clients

How will these help me to pass?

Many exam-takers lose vital marks when it comes to performing calculations as they haven’t nailed down the exact process and order in which to perform the calculations, and haven’t spent enough time practising them.

The number of marks gained or lost on calculation questions can make the difference between a pass and a fail. Just a little more time taken on calculations during the revision period can give you the confidence you need to perform any calculation that could come up, so that you know you will gain top marks on all those calculation questions.

Unfortunately, not enough calculation practice and help is given in the study text, and mock papers don’t tell you exactly how to get from the question to the answer.

Our calculation workbook for AF3 solves this problem by guiding you through the calculations, step-by-step, and providing detailed answers. Couple them with other resources in our study kits and you’ll be well prepared for your exam.