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  • The Main Changes in the 2024-25 CII R05 Study Text

    Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the CII’s R05 study text. As there have been no significant syllabus changes, the majority of the amends stem from the Autumn Statement 2023, the Spring Budget 2024, and the turning of the tax year.

  • Friday Five Focus on Protection – 5 Questions in 5 Minutes – 24 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 Protection; this is useful as you prepare for the CII’s R05 exam. The challenge is for you to answer them in 5 minutes.

  • 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.

  • Brand Bitesize: Gift Inter Vivos Policies

    To help you prepare for your CII R05 exam, this Brand Bitesize video explains gift inter vivos policies - what are they and what are they used for.

  • Whole of Life Insurance Explained: Key Features and Policy Options

    In this article, we look at whole of life policies. This article is particularly relevant to the CII R01, R05, R06 and AF5 exams.

  • Employee Benefits in Financial Planning

    In this article, we take a look at the pros and cons of financial planning-related employee benefits - relevant to the CII's R05, R06, and AF5 exams. 

  • Basic vs New State Pension: Key Differences Explained

    In this article, we take a look at the key differences between the two main types of State Pension: the Basic State Pension and the New State Pension - relevant to the CII's R01, R04, R05, R06, AF1, AF7, and AF5 exams.

  • Current CII Exams Pass Rates – as at June 2025

    The Chartered Insurance Institute (CII) has released its exam pass rates for 2024. In this article, we examine the latest figures, compare them to previous years, and highlight what these trends might mean for candidates planning their qualification route.

  • Friday Five Focus on Protection – 5 Questions in 5 Minutes – 19 Sep 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 Protection; this is useful as you prepare for the CII’s R05 exam. The challenge is for you to answer them in 5 minutes.

  • Friday Five Focus on Protection – 5 Questions in 5 Minutes – 15 Aug 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 Protection; this is useful as you prepare for the CII’s R05 exam. The challenge is for you to answer them in 5 minutes.

  • What are the duties of trustees?

    The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a total of 130 marks. Here is an example question that will help exam candidates answer questions on the duties of trustees.

  • Friday Five Focus on Protection – 5 Questions in 5 Minutes – 11 Jul 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 Protection; this is useful as you prepare for the CII’s R05 exam. The challenge is for you to answer them in 5 minutes.

  • Brand Bitesize: Residence Nil Rate Band (RNRB)

    Watch this short, informative video designed to help you prepare for your CII exam. This one is all about Residence Nil Rate Band - perfect for your CII R03 or AF1 exam revision.

  • When will the Autumn Budget 2024 changes be tested?

    As you prepare for your CII exams, it is essential to stay informed about recent changes to various laws and regulations that will be tested in your upcoming exams. Below are the key changes from the Autumn Budget you should be aware of, along with the dates from which these changes will be examined.

  • Friday Five Focus on Protection – 5 Questions in 5 Minutes – 6 Jun 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 Protection; this is useful as you prepare for the CII’s R05 exam. The challenge is for you to answer them in 5 minutes.