J05
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December 26, 2025
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,...
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December 23, 2025
The CII J05 September 2025 Exam in Review
In this article, we’re looking at the CII’s Diploma in Financial Planning J05 exam paper that students sat in...
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November 21, 2025
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,...
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October 17, 2025
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,...
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September 23, 2025
2028 Protection Explained: Key Facts for CII Exam Preparation
In this article, we look at 2028 protection, which is a form of transitional protection that will apply in...
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September 12, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 12 Sep 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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September 9, 2025
Guaranteed Minimum Pension (GMP): What It Is, How It Works, and Why It Still Matters
Here, we look at guaranteed minimum pension (GMP) including what it is, when it accrued, and how it might...
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September 9, 2025
Brand Bitesize: Understanding Phased Annuity Purchase
In this Brand Bitesize video, we break down Phased Annuity Purchase – a key retirement income option often tested...
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August 8, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 8 Aug 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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July 4, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 4 July 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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June 3, 2025
The CII J05 March 2025 Exam in Review
In this article, we’re looking at the CII’s Diploma in Financial Planning J05 exam paper that students sat in...
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May 30, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 30 May 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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April 29, 2025
Dividing Pensions in Divorce: Offsetting, Earmarking, and Pension Sharing Explained
When a marriage or civil partnership ends, dividing assets like the family home or savings is usually top of...
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April 25, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 25 Apr 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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April 15, 2025
The Workings of the Money Purchase Annual Allowance (MPAA)
In this article, we discuss the Money Purchase Annual Allowance (MPAA), a restriction on pension contributions that applies once...
