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  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 19 Jun 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 15 May 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 10 Apr 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 6 Mar 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 30 Jan 2026

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 17 Oct 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 26 Dec 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 21 Nov 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • Navigating the CII R0 Exams – Choosing the Right Path

    Deciding the best order to tackle the R0 exams can feel overwhelming. Your choice will likely depend on a range of factors—your industry experience, existing knowledge, and even your employer’s expectations. While some candidates prefer the straightforward 'numerical' route, starting with R01 and finishing with R06, others take a more strategic approach based on their strengths and career goals. In this article, we’ll break down the key considerations to help you map out the most effective route for your R0 exam journey.

  • How to Triumph Over the CII’s Level 4 Multiple-Choice Question

    Level 4 CII exams often feel like a big step up because the questions are no longer just testing what you know – they’re testing whether you can spot the relevant detail and apply it to a client scenario. This article looks at how to approach longer multiple-choice question stems without getting distracted by information that is there to test your judgement. This article is particularly relevant to the CII R01, R02, R03 and R04 exams.

  • Brand Bitesize: Understanding Phased Annuity Purchase

    In this Brand Bitesize video, we break down Phased Annuity Purchase – a key retirement income option often tested in the CII's R04, J05, AF5, and AF7 exams.

  • Learning About the Money Purchase Annual Allowance (MPAA)

    In this article, we will be looking at the Money Purchase Annual Allowance (MPAA). Those sitting the CII R04, AF7, or J05 exams should find this post particularly useful in their revision.

  • The Main Changes in the 2025-26 CII R04 Study Text

    In this article, we look at the main syllabus changes in the CII’s 2025/26 R04 study text. Most of these stem from the tidying up of the rules around the new Lump Sum Allowance (LSA) and Lump Sum Death Benefit Allowance (LSDBA) from April 2024. There were also some deadlines that passed and one or two new ones that will affect pension planning.

  • Sacrificing Salary Sacrifice

    Recently, we looked at forthcoming legislative changes that will bring pensions inside of the estate for IHT purposes. Here, we examine another area of pensions where the government are proposing changes: salary sacrifice. This is particularly relevant for those studying towards the CII R04, R06, and AF5 and AF8 units.

  • Pensions and IHT – The Practical Impact

    In this article, we examine the impact of the legislation changes that will see pensions no longer being exempt from inheritance tax. This is particularly relevant for candidates studying towards the CII R03, R04, R06, AF1 and AF5 exams.