Join 30000+ of your fellow professionals and use our resources to pass your CII exams
14 Day Money Back Guarantee
You are either satisfied or you get your money back!

Learning resource updates

This page details updates made to our learning resources. You should visit this page periodically to ensure you do not miss any updates. Updates can result from a change in exam syllabus, an amendment to the relevant CII study text directly affecting our resources, typographical errors or more complex issues.

Filter updates:

Study Notes

The study notes have been reviewed and updated.  If you have purchased the older 16/17 version on or before 9 February then please email us at enquiries@brandft.co.uk asking for an updated version.

AF1 Calculation Workbook

26 October 2016 Section 4 – Two new questions added; Section 6 – One new question added; Section 7 – Two new questions added – for an updated version, email us at enquiries@brandft.co.uk

New Version: AF1CalcWkbk010916v3

27 September 2016 S3, Q1 amended location of holiday cottage to Devon instead of France. S6 Q5 added in “Assume she has already used her personal savings allowance.” to ignore the personal savings allowance. Added “on the bond” to the end of the sentence: “Calculate, showing all your workings, her income tax liability”

New Version: AF1CalcWkbk010916v2

AF1 Calculation Workbook Taster

26 October 2016 Section 4 – Two new questions added; Section 6 – One new question added; Section 7 – Two new questions added – for an updated version, email us at enquiries@brandft.co.uk

New Version: AF1CalcTaster

27 September 2016 S3, Q1 amended location of holiday cottage to Devon instead of France.

New Version: AF1CalcTaster

AF2 Calculation Workbook

22 March 2017 Page 69 Question 24 – Answer changed to reflect gift is £20,000 grossed up to £25,000 x 20% = £5,000

New Version: AF2CalcWkbk010916v4

24 January 2017 The calculation workbook has been reviewed and updated.  If you have purchased the 15/16 or 16/17 version on or before 24 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: AF2CalcWkbk010916v3

22 September 2016 Page 14 Question 11 – Stem changed to £200,000 from £300,000

New Version: AF2CalcWkbk010916v2

AF2 Calculation Workbook Taster

24 January 2017 The calculation workbook has been reviewed and updated.  If you have downloaded the taster on or before 24 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version or you may download it again.

New Version: AF2CalcTaster

 

AF3 Mock Paper Set 2

9 March 2017 Answer amended to question 1 (a) (iv) Revaluation of benefits in line with CPI capped at 5% (pre 2009 service) Also: A spouse/civil partner/relevant partner pension at 50% of the PPF compensation level (determined by scheme rules and if relevant at time of death). Once James starts to receive compensation payments are increased for post- 1997 at CPI capped at 2.5%.

New Version: AF3Set2010916v2

AF3 Calculation Workbook

20 January 2017 The calculation workbook has been reviewed and updated.  If you have purchased the 15/16 or 16/17 version on or before 20 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: AF3CalcWkbk010916v4

16 December 2016 Q26 – added information: Alison is aged 50 and a higher rate taxpayer.  Question 29 – answer £14,000 missing.  Question 45 – included £12,500 in question stem.

New Version: AF3CalcWkbk010916v3

17 October 2016 Amended table of contents / order of learning outcomes

New Version: AF3CalcWkbk010916v2

AF3 Calculation Workbook Taster

20 January 2017 The calculation workbook has been reviewed and updated.  If you have downloaded the taster on or before 20 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version or you may download it again.

New Version: AF3CalcTaster

17 October 2016 Amended table of contents/order of learning outcomes

New Version: AF3CalcTaster

AF4 Calculation Workbook

10 January 2017 The calculation workbook has been reviewed and updated.  If you have purchased the 15/16 or 16/17 version on or before 10 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: AF4CalcWkbk010916v2

AF4 Calculation Workbook Taster

10 January 2017 The calculation workbook has been reviewed and updated.  If you have downloaded the taster on or before 10 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version or you may download it again.

New Version: AF4CalcTaster

CF1 Mock Paper Set 1

15 February 2017 Q 36, 37, 58 – 60, 67 – 69, 73 – 81, 86 – 89, 94 – 100 replaced. Questions renumbered. If you have purchased the 15/16 or 16/17 version on or before 15 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: CF1Set1010916v2

CF1 Mock Paper Set 2

15 February 2017 Q 12 – 16, 34 – 43, 68, 69, 70 – 78 replaced, questions renumbered. If you have purchased the 15/16 or 16/17 version on or before 15 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: CF1Set2010916v2

CF1 Mock Paper Set 3

15 February 2017 Q 16 – 19, 27 – 34, 45 – 47, 62 – 71, 81 – 83 replaced and remaining questions renumbered. If you have purchased the 15/16 or 16/17 version on or before 15 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: CF1Set3010916v2

CF8 Mock Paper Set 1

16 February 2017 Q13 and 14 replaced. For an updated version, please email us at enquiries@brandft.co.uk

New Version: CF8Set1010916v2

CF8 Mock Paper Set 2

16 February 2017 Q13 and 14 replaced. For an updated version, please email us at enquiries@brandft.co.uk

New Version: CF8Set2010916v2

CF8 Mock Paper Set 3

16 February 2017 Q14 and 15 replaced. For an updated version, please email us at enquiries@brandft.co.uk

New Version: CF8Set3010916v3

28 September 2016 Q47 update reference due to CII update

New Version: CF8Set3010916v2

FA1 Mock Paper Set 1

16 February 2017 Q3, 26, 27 and 28 replaced. For an updated version, please email us at enquiries@brandft.co.uk

New Version: FA1Set1010916v2

FA1 Mock Paper Set 2

17 February 2017 Q 26 replaced. For an updated version, please email us at enquiries@brandft.co.uk

New Version: FA1Set2010916v2

FA1 Mock Paper Set 3

17 February 2017 Q 26 replaced. For an updated version, please email us at enquiries@brandft.co.uk

New Version: FA1Set3010916v2

FA2 Mock Paper Set 1

17 February 2017 Q 1, 8, 9, 10, 37 and 38 replaced. For an updated version, please email us at enquiries@brandft.co.uk

New Version: FA2Set1010916v2

FA2 Mock Paper Set 2

17 February 2017 Q 9 replaced. Q10 reference amended to Ch 2 A6. For an updated version, please email us at enquiries@brandft.co.uk

New Version: FA2Set2010916v2

FA2 Mock Paper Set 3

17 February 2017 Q9 and 10 replaced. For an updated version, please email us at enquiries@brandft.co.uk

New Version: FA2Set3010916v2

IF1, IF2, IF3, IF4 and IF5 Exam Resources

Mock papers for IF1, IF2, IF3, IF4 and IF5 have been updated in accordance with the new syllabus examinable from 1 May 2016.  If you purchased the 2015 versions, contact us to receive the updated versions free of charge.

IF1 Mock Paper Set 1

27 September 2016 References Q39 – 47 updated for Insurance Act 2015

New version : IF1Set1010516v2

IF1 Mock Paper Set 2

27 September 2016 References Q38 – 46 updated for Insurance Act 2015

New version : IF1Set2010516v2

IF1 Mock Paper Set 3

27 September 2016 References Q38 – 46 updated for Insurance Act 2015

New version : IF1Set3010516v2

IF1 Mock Paper Taster Set

27 September 2016 References Q9 and 10 updated for Insurance Act 2015

New version : IF1MockTaster

IF2 Mock Paper Set 1

28 September 2016 References 59 – 62 updated for Insurance Act 2015. New Q 76.

New version : IF2Set1010516v2

IF2 Mock Paper Set 2

28 September 2016 Q59 amended. References Q59 – 62 updated for Insurance Act 2015

New version : IF2Set2010516v2

IF2 Mock Paper Set 3

28 September 2016 References 59 – 61 updated for Insurance Act 2015

New version : IF2Set3010516v3

6 May 2016 Q50 – answer changed to D.

New version : IF2Set3010516v2

IF2 Mock Paper Taster Set

28 September 2016 Reference Q11 update for Insurance Act 2015

New version : IF2MockTaster

IF3 Mock Paper Set 1

28 September 2016 Q2, 3 replaced, Q7 amended. References updated for Qs 1 – 10 for Insurance Act 2015

New version : IF3Set1010516v2

 

IF3 Mock Paper Set 2

28 September 2016 Q 4,5,6 replaced, Q8 amended. References updated for Qs 1 – 9 for Insurance Act 2015

New version : IF3Set2010516v2

 

IF3 Mock Paper Set 3

28 September 2016 Q5 replaced. References updated for Qs 1 – 9 for Insurance Act 2015

New version : IF3Set3010516v3

18 May 2016 Q14 – answer changed to A.

New version : IF3Set3010516v2

IF3 Mock Paper Taster Set

28 September 2016 Reference Q1 updated for Insurance Act 2015

New version : IF3MockTaster

 

IF4 Mock Paper Set 1

28 September 2016 Replacement question 6 for Insurance Act 2015

New version : IF4Set1010516v2

 

IF4 Mock Paper Set 2

28 September 2016 Replacement question 6 for Insurance Act 2015

New version : IF4Set2010516v2

 

IF4 Mock Paper Set 3

28 September 2016 Replacement question 37 for Insurance Act 2015

New version : IF4Set3010516v2

 

IF5 Mock Paper Set 1

28 September 2016 Replacement question 35 for Insurance Act 2015

New version : IF5Set1010516v2

 

IF5 Mock Paper Set 3

28 September 2016 Replacement question 26 for Insurance Act 2015

New version : IF5Set3010516v2

 

J03 Calculation Workbook

22 March 2017 Page 67 Question 24 – Answer changed to reflect gift is £20,000 grossed up to £25,000 x 20% = £5,000

New Version: J03CalcWkbk010916v4

24 January 2017 The calculation workbook has been reviewed and updated.  If you have purchased the 15/16 or 16/17 version on or before 24 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: J03CalcWkbk010916v3

22 September 2016 Page 14 Question 11 – Stem changed to £200,000 from £300,000

New Version: J03CalcWkbk010916v2

J03 Calculation Workbook Taster

24 January 2017 The calculation workbook has been reviewed and updated.  If you have downloaded the taster on or before 24 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version or you may download it again.

New Version: J03CalcTaster

 

J05 Calculation Workbook

9 February 2017 The calculation workbook has been reviewed and updated.  If you have purchased the 15/16 or 16/17 version on or before 9 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: J05CalcWkbk010916v2

J05 Calculation Workbook Taster

9 February 2017 The calculation workbook has been reviewed and updated.  If you have downloaded the taster on or before 9 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version or you may download it again.

New Version: J05CalcTaster

J10 Calculation Workbook

12 January 2017 The calculation workbook has been reviewed and updated.  If you have purchased the 15/16 or 16/17 version on or before 12 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: J10CalcWkbk010916v2

J10 Calculation Workbook Taster

12 January 2017 The calculation workbook has been reviewed and updated.  If you have downloaded the taster on or before 12 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version or you may download it again.

New Version: J10CalcTaster

LP2 Mock Paper Taster Set

3 November 2016 Q2 – ‘potentially exempt transfers’ and ‘PETs’ changed to ‘potentially exempt transfer’ and ‘PET’ respectively.

New Version: LP2MockTaster

 

LP2 Mock Paper Set 1

3 November 2016 Q38 – removed the word ‘of’ from answer C, Q60 – added the word ‘workplace’ into answer C.

New Version: LP2Set1010916v3

17 October 2016 Q55 – amended answer to B.

New Version: LP2Set1010916v2

LP2 Mock Paper Set 2

3 November 2016 Q20 and Q26 are new questions. The correct answer to Q36 has been amended to A.

New Version: LP2Set2010916v2

LP2 Mock Paper Set 3

2 December 2016 Q44 correct answer now D.

New Version: LP2Set3010916v4

7 November 2016 Q64 to read ‘Jamie from Q63’ rather than from Q62.

New Version: LP2Set3010916v3

3 November 2016 Q60 replaced ‘receive’ with ‘keep’ in question stem.

New Version: LP2Set3010916v2

 

R01 Mock Paper Set 2

16 November 2016 New questions 86 and 87.

New Version: R01Set3010916v2

 

R01 Mock Paper Set 3

23 November 2016 Q48 Option C amended to ‘C. Regulated life, pension, and investment businesses, as well as to bank and building societies in relation to their investment activities’

New Version: R01Set3010916v4

16 November 2016 New questions 86 and 87.

New Version: R01Set3010916v3

25 August 2016 Q52 – Option D amended to “A 2-week travel insurance policy” to reflect the fact it is a short-term travel policy

New Version: R01Set3010916v2

R01 Study Notes

16 November 2016 Due to a change in the CII Study Text, P18 FPC members changed from 10 to 13.

New Version: R01StudyNotes010916v2

R01 E-Learning Workbook

16 November 2016 Due to a change in the CII study text, P29 FPC members changed from 10 to 13.

R01 E-Learning Module 3

16 November 2016 Due to a change in the CII study text, note that the Financial Policy Committee (FPC) has 13 members, not 10 as previously stated in the CII study text and on slide 19 of this e-learning video. This video will be updated to reflect this change from 10 to 13 in due course.

R01 Audio Masterclass 3

16 November 2016 Due to a change in the CII study text, note that the Financial Policy Committee (FPC) has 13 members, not 10 as previously stated in the CII study text and in this masterclass.  This masterclass will be updated to reflect this change from 10 to 13 in due course.

R02 Mock Paper Set 1

 

24 November 2016 Q1 and 2 removed. Q29 answer changed from £7,462.13 to £7,462.15. New question inserted at 35. Q66 removed. New question inserted at 67 and 68. Q76 replace ‘reviewed’ in option B with ‘rebalanced’. Q79 option B replaced with ‘Strong capital performance’. Q80 option E deleted. New questions 90, 91, 93, 94, 95, 96. Questions renumbered to take account of changes made. For an updated version, please email us at enquiries@brandft.co.uk

New Version: R02Set1010916v2

R02 Mock Paper Set 2

9 February 2017 New questions 14, 26, 27, 38, 51, 52, 66, 84, 93, 94, 96, 100. Q30, insert ‘Approximately’ at start of second sentence in stem. Q32 ref amended from 4A2 to 4A4A. Q34, insert ‘Approximately’ at start of third sentence, delete ‘.50’ from end of option A. Q41 remove ‘additional’ from question stem. Q43, remove first ‘as follows’ from question stem. Q46, removed ‘taxed at’ at end of stem, insert ‘taxed at’ for options A, B and C, amend option D to not taxed. Remaining questions renumbered where appropriate. For an updated version, please email us at enquiries@brandft.co.uk

New Version: R02Set2010916v4

21 October 2016 Q32 – Option C amended to £2,818.55; Q80 – answer amended to C, D, E.

New Version: R02Set2010916v3

10 October 2016 Q86 – amended Option A to ‘Not retain more than an amount equal to 15% of gross income’ (Please note that the previous option is still correct but information has been removed from the R02 manual).  Q99 – section changed from L3 to L2.

New Version: R02Set2010916v2

R02 Mock Paper Set 3

10 February 2017 New questions 27, 65, 66, 67, 82, 83, 84, 85, 96,97. Q74 ‘All small’ replaced with ‘All share’ in option C.  If you have purchased the 15/16 or 16/17 version on or before 10 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: R02Set3010916v2

R02 Calculation Workbook

 

13 January 2017 The calculation workbook has been reviewed and updated.  If you have purchased the 15/16 or 16/17 version on or before 13 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: R02CalcWkbk010916v2

R02 Calculation Workbook Taster

13 January 2017 The calculation workbook has been reviewed and updated.  If you have downloaded the taster on or before 13 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version or you may download it again.

New Version: R02CalcTaster

R03 Calculation Workbook

26 October 2016 Section 1 Questions 11 and 12 moved to new Section 7 : Taxation of Trusts; Section 6 title changed to ‘Taxation of Investments’; New Section 7 : Taxation of Trusts – for an updated version, email us at enquiries@brandft.co.uk

New Version: R03CalcWkbk010916v3

27 September 2016 S3, Q1 amended location of holiday cottage to Devon instead of France. S6 Q5 added in “Assume she has already used her personal savings allowance.” to ignore the personal savings allowance. Added “on the bond” to the end of the sentence: “Calculate, showing all your workings, her income tax liability”

New Version: R03CalcWkbk010916v2

R03 Calculation Workbook Taster

26 October 2016 Section 6 title changed to ‘Taxation of Investments’; New Section 7 : Taxation of Trusts – for an updated version, email us at enquiries@brandft.co.uk

New Version: R03CalcTaster

27 September 2016 S3, Q1 amended location of holiday cottage to Devon instead of France.

New Version: R03CalcTaster

R04 Mock Paper Set 1

2 February 2017 Questions 5, 6 and 7 replaced. If you have purchased the 15/16 or 16/17 version on or before 2 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: R04Set1010916v2

R04 Mock Paper Set 2

10 February 2017 Q19 replaced. If you have purchased the 15/16 or 16/17 version on or before 10 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: R04Set2010916v3

30 August 2016 Due to a change in the CII Study Text, Q41 has been changed to “Kalib will reach State pension age in 2017.  What should he be aware of regarding the new State pension? Tick all that apply. A. He will not be able to defer it in exchange for a lump sum. B. He will need a minimum of 15 qualifying years to receive any. C. He may receive more than the full single-tier State pension. D. A foundation amount will be calculated when he reaches State pension age.” Correct Answer is A, C; Ref: Chapter 7 Section A2A/A5

New Version: R04Set2010916v2

R04 Mock Paper Set 3

8 December 2016 Questions 4 and 5 have been replaced. For an updated version, please email us at enquiries@brandft.co.uk

New Version: R04Set3010916v2

R04 Calculation Workbook

20 January 2017 The calculation workbook has been reviewed and updated.  If you have purchased the 15/16 or 16/17 version on or before 20 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: R04CalcWkbk010916v3

13 December 2016 Page 7 Question 12 – added information: Alison is aged 50 and a higher rate taxpayer.  Page 18 Question 5 – added Susan’s age as 65. Page 37 Question 15 – answer of £14,000 missing. Page 75 Question 1 – included £12,500 in question stem.

New Version: R04CalcWkbk010916v2

R04 Calculation Workbook Taster

20 January 2017 The calculation workbook has been reviewed and updated.  If you have downloaded the taster on or before 20 January 2017, then please email us at enquiries@brandft.co.uk asking for an updated version or you may download it again.

New Version: R04CalcTaster

13 December 2016 Page 75 Question 1 – included £12,500 in question stem.

New Version: R04CalcTaster

R04 Study Notes

25 January 2017 Due to a change in the CII study text, page 19 has been amended: member dies before 75 with undrawn funds – used to buy a dependant or nominee lifetime annuity – income is free of income tax if arises within 2 years.  ADD: There is a test against member’s remaining LTA.

New Version: R04StudyNotes010916v2

R06 Calculation Workbook

9 February 2017 The calculation workbook has been reviewed and updated.  If you have purchased the 15/16 or 16/17 version on or before 9 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: R06CalcWkbk010916v2

R06 Calculation Workbook Taster

9 February 2017 The calculation workbook has been reviewed and updated.  If you have downloaded the taster on or before 9 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version or you may download it again.

New Version: R06CalcTaster

R07 Mock Paper Set 1

10 February 2017 Q4, 5, 7 and 34 replaced. If you have purchased the 15/16 or 16/17 version on or before 10 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: R07Set1010916v2

R07 Mock Paper Set 3

10 February 2017 Q5, 6, 7 and 8 replaced. If you have purchased the 15/16 or 16/17 version on or before 10 February 2017, then please email us at enquiries@brandft.co.uk asking for an updated version.

New Version: R07Set3010916v2

R08 Mock Paper Taster Set

15 September 2016 Q7 – option A amended to £16,000 NOT £15,000

New Version: R08MockTaster

R08 Mock Paper Set 1

14 December 2016 Due to a change in the CII Study Text, Question 30 – changed option (iii) The small pots payment is not tested against Frank’s lifetime allowance.

New Version: R08Set1010916v4

17 November 2016 Due to a change in the CII Study Text, Question 31 has been amended to start: 31. ‘In February 2015 Alex crystallised £35,400…’

New Version: R08Set1010916v3

10 November 2016 Question 26 – wording for (i) amended to ‘He can only receive a UFPLS where he has lifetime allowance of at least the value of the lump sum being paid’

New Version: R08Set1010916v2