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J05

  • Learning About Collective Money Purchase Schemes

    Posted by on August 23, 2022

    Collective money purchase schemes are a newly introduced option in addition to defined contribution and defined benefit schemes. These...

    Brand Financial Training

  • Understanding the Annual Allowance

    Posted by on August 16, 2022

    This is likely to be of relevance to anyone studying for one of the CII's general pensions exams such...

    Brand Financial Training

  • Brand Bitesize: Phased Annuity Purchase

    Posted by on August 9, 2022

    Are you in the later stage of your revision for the CII AF7, AF5, J05, or R04 exam? This...

    Brand Financial Training

  • Brand Bitesize: Tapered Annual Allowance

    Posted by on June 14, 2022

    Are you a visual learner who is studying toward the CII's AF1, AF5, AF7, J05, R04 or R06 exams?...

    Brand Financial Training

  • The CII J05 February 2022 Exam in Review

    Posted by on April 28, 2022

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

    Brand Financial Training

  • Who wants to be a millionaire?

    Posted by on March 15, 2022

    This article provides an example showing how the Lifetime Allowance (LTA) for pensions savings would affect someone who is...

    Brand Financial Training

  • The CII J05 October 2021 Exam in Review

    Posted by on January 20, 2022

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

    Brand Financial Training

  • Understanding the Rules Surrounding State Pension Deferral

    Posted by on January 11, 2022

    An exam question on State pension deferral is often a possibility if the client in one of your R06...

    Brand Financial Training

  • How to Protect Pension Savings with Individual and Fixed Protection

    Posted by on October 5, 2021

    This article looks at how you can protect existing savings or future pension savings by using Individual and Fixed...

    Brand Financial Training

  • Tips for Answering Questions on a CII Short-Answer Exam

    Posted by on August 24, 2021

    Taking the jump from the CII multiple-choice exams to the CII short-answer question exams can be a challenge. Here,...

    Brand Financial Training

  • The CII J05 May 2021 Exam in Review

    Posted by on August 12, 2021

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

    Brand Financial Training

  • The CII J05 February 2021 Exam in Review

    Posted by on May 25, 2021

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

    Brand Financial Training

  • How to Work Out the Maximum Amount of PCLS Available

    Posted by on March 30, 2021

    In this article, we take a look at how to work out the maximum amount of PCLS available at...

    Brand Financial Training

  • The CII J05 October 2020 Exam in Review

    Posted by on January 26, 2021

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

    Brand Financial Training

  • Looking at Pension Input Periods and Defined Benefit Schemes

    Posted by on December 15, 2020

    Here, we take a look at pension input periods (PIPs) in relation to active members of defined benefit (DB)...

    Brand Financial Training