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CII R04 Exam: Pensions and Retirement Planning

The CII’s R04 exam focuses on pensions and retirement planning. It forms a part of the Diploma in Regulated Financial Planning.

The exam syllabus covers the tax and legal frameworks relevant to pension schemes; defined contribution and defined benefit pension schemes; state retirement benefits and contracting out; aims and objectives of retirement planning.

Our learning resources

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Mock Exam Papers

3 full sets of 50 questions and answers including cross references to the relevant CII study text.  All questions and answers are written by Brand Financial Training and kept up-to-date to reflect changes to the exam syllabus and tax year.

Overview

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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.

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Study Notes

Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes. Our study notes put the exam syllabus into a sensible order, and eliminates any ‘padding’.

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MP3 Audio Masterclasses

Learn by listening with our MP3 masterclasses. They allow you to absorb and understand the material in digestible chunks. You can listen at home, in the car, at the gym or wherever you may be.

Overview
  • "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
    Giovanni Maniglia
    Giovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol