J05
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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 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...
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April 8, 2025
Understanding the Latest QROPS Changes and Overseas Transfer Rules
In this article, we look at recent changes to Qualifying Recognised Overseas Pension Schemes (QROPS) - useful reading for...
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February 25, 2025
A Look at Recent Past Papers for the CII J05 Exam – February 2025
In this article, we are taking a look at the questions asked in four recent exam papers of the...
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January 2, 2025
The CII J05 September 2024 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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July 23, 2024