J05
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July 28, 2026
Pensions and IHT – Assessment and Payment
This article continues our look at HMRC’s recent guidance on the planned inheritance tax changes for pensions, this time...
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July 24, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 24 Jul 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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July 21, 2026
Pensions and IHT – Liability and Impact
This article looks at recent guidance issued by His Majesty’s Revenue & Customs (HMRC) on the imposition of inheritance...
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June 19, 2026
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,...
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June 9, 2026
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,...
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May 21, 2026
The CII J05 March 2026 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 15, 2026
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,...
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April 16, 2026
A Look at Recent Past Papers for the CII J05 Exam – April 2026
In this article, we are taking a look at the questions asked in recent CII J05 exams. This will...
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April 14, 2026
A Transition and Then Some: Tax-Free Cash After the Lifetime Allowance
When pension rules change, it’s rarely just the headline reform that matters. The detail – particularly transitional provisions –...
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April 10, 2026
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,...
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March 6, 2026
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,...
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January 30, 2026
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,...
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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,...
