J05
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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...
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February 27, 2024
A Closer Look at Purchased Life Annuities
In this article, we look at purchased life annuities, focusing in particular on their taxation and the reasons for...
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January 16, 2024
The CII J05 September 2023 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 14, 2023
CII Exam Combinations to Consider
For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII...
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November 7, 2023
A Triple-Locked Secured Income… But For How Long?
There hasn’t been much good news around for pensioners over the last couple of years, but the State Pension...
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October 10, 2023
Navigating Recent Changes to the Lifetime Allowance, PCLS, and Death Benefits
The legislation to abolish the lifetime allowance has now been formally passed through Parliament. That’s one headache gone… isn’t...
