J05
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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 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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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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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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March 4, 2025
Small Pots vs Trivial Commutation: How to Withdraw Small Pension Amounts Efficiently
For those with modest pension savings, navigating how to access funds in retirement can be confusing. In this article,...
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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
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July 2, 2024
A Look at Recent Past Papers for the CII J05 Exam – July 2024
In this article, we are taking a look at the questions asked in four recent exam papers of the...
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May 23, 2024
The CII J05 February 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...
