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R04 : Pensions and retirement planning

Study notes

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  • Free R04 study notes taster version
  • Over 110 pages of study notes
  • Your condensed and more focused take on the CII’s exam syllabus and learning outcomes *
  • Kept up-to-date to reflect changes to the exam syllabus and tax year
  • Download them instantly in PDF format and print as required
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* We always recommend that you have a copy of the CII study text (available from the CII) to form the basis of your studies. The study notes are designed to assist you during the revision process when the study text may become too cumbersome.

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Full study notes

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Valid for examinations from 1 September 2016 to 31 August 2017.

R04 Study Notes
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Valid for examinations from 1 September 2016 to 31 August 2017.

  • "A really great resource. Of particular use was the audio masterclass which was constantly on whilst driving between client meetings. This void of "dead time" was filled with a productive revision session instead. I combined this with the study notes which was far easier to digest than the AF3 manual. This paper has the lowest number of candidates passing out of all the AF4 papers and I was delighted to pass this first time, as well as the corresponding JO5 paper."
    Chris Binns
    Chris BinnsIndependent Financial Adviser, Model Wealth Management, York

How will these help me to pass?

Passing R04 can seem like a struggle, especially when the study text arrives on your doorstep with a heavy thud. Our study notes immediately focus your mind and help you sort the wheat from the chaff so that you can spend time revising what needs to be revised and get focussed on what is needed.

Couple them with other resources in our study kits and you’ll be well prepared for your exam.