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      • CII FA2 Pensions Administration
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      • CII IF4 Insurance Claims Handling Process
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      • CII J02 Trusts
      • CII J05 Pension Income Options
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      • CII J12 Securities Advice and Dealing
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      • CII LP2 Financial Services Products and Solutions
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Brand Financial Training > J05

J05

  • April 29, 2025
    Dividing Pensions in Divorce: Offsetting, Earmarking, and Pension Sharing Explained

    Dividing Pensions in Divorce: Offsetting, Earmarking, and Pension Sharing Explained

    Posted by The Team at Brand Financial Training on April 29, 2025

    When a marriage or civil partnership ends, dividing assets like the family home or savings is usually top of...

    Brand Financial Training
  • April 25, 2025
    Friday Five Focus on Pensions - Online Quiz

    Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 25 Apr 2025

    Posted by The Team at Brand Financial Training on April 25, 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training
  • April 15, 2025
    A jigsaw puzzle with a missing piece marked

    The Workings of the Money Purchase Annual Allowance (MPAA)

    Posted by The Team at Brand Financial Training on April 15, 2025

    In this article, we discuss the Money Purchase Annual Allowance (MPAA), a restriction on pension contributions that applies once...

    Brand Financial Training
  • April 8, 2025
    Understanding the Latest QROPS Changes and Overseas Transfer Rules

    Understanding the Latest QROPS Changes and Overseas Transfer Rules

    Posted by The Team at Brand Financial Training on April 8, 2025

    In this article, we look at recent changes to Qualifying Recognised Overseas Pension Schemes (QROPS) - useful reading for...

    Brand Financial Training
  • March 21, 2025
    Friday Five Focus on Pensions - Online Quiz

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

    Posted by The Team at Brand Financial Training on March 21, 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training
  • March 4, 2025
    Small Pots vs Trivial Commutation: How to Withdraw Small Pension Amounts Efficiently

    Small Pots vs Trivial Commutation: How to Withdraw Small Pension Amounts Efficiently

    Posted by The Team at Brand Financial Training on March 4, 2025

    For those with modest pension savings, navigating how to access funds in retirement can be confusing. In this article,...

    Brand Financial Training
  • February 25, 2025
    A Look at Recent Past Papers for the CII J05 Exam - February 2025

    A Look at Recent Past Papers for the CII J05 Exam – February 2025

    Posted by The Team at Brand Financial Training on February 25, 2025

    In this article, we are taking a look at the questions asked in four recent exam papers of the...

    Brand Financial Training
  • February 14, 2025
    Friday Five Focus on Pensions - Online Quiz

    Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 14 Feb 2025

    Posted by The Team at Brand Financial Training on February 14, 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training
  • January 10, 2025
    Friday Five Focus on Pensions - Online Quiz

    Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 10 Jan 2025

    Posted by The Team at Brand Financial Training on January 10, 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training
  • January 2, 2025
    The CII J05 September 2024 Exam in Review

    The CII J05 September 2024 Exam in Review

    Posted by The Team at Brand Financial Training on January 2, 2025

    In this article, we’re looking at the CII’s Diploma in Financial Planning J05 exam paper that students sat in...

    Brand Financial Training
  • December 6, 2024
    Friday Five Focus on Pensions - Online Quiz

    Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 6 Dec 2024

    Posted by The Team at Brand Financial Training on December 6, 2024

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training
  • November 1, 2024
    Friday Five Focus on Pensions - Online Quiz

    Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 1 Nov 2024

    Posted by The Team at Brand Financial Training on November 1, 2024

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training
  • September 27, 2024
    Friday Five Focus on Pensions - Online Quiz

    Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 27 Sep 2024

    Posted by The Team at Brand Financial Training on September 27, 2024

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training
  • August 23, 2024
    Friday Five Focus on Pensions

    Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 23 Aug 2024

    Posted by The Team at Brand Financial Training on August 23, 2024

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...

    Brand Financial Training
  • July 23, 2024

    CII J05 Pension Income Options Study Kits

    Posted by Susan Thomas on July 23, 2024

    Brand Financial Training
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    May 13, 2025
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