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J05

  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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,...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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)...

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  • Looking at Phased Retirement By Way of an Example Calculation

    Posted by on October 13, 2020

    Here, we provide readers with a useful example regarding phased annuity purchase - perfect for your CII R04, J05,...

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  • Taking a Closer Look at Lifetime Annuities

    Posted by on September 1, 2020

    In our last four articles on pension decumulation, we took a look at the drawdown and uncrystallised funds pension...

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  • Pensions and Death Benefits

    Posted by on August 25, 2020

    In our last three articles on pension decumulation, we looked at drawdown and uncrystallised funds pension lump sum (UFPLS)...

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  • A Look at the Uncrystallised Funds Pension Lump Sum (UFPLS)

    Posted by on July 28, 2020

    In this second post in our series on pension decumulation, we will be looking at a triumph for the...

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  • Pension Flexibility – The Drawdown Regime

    Posted by on July 21, 2020

    This is the first in a series of posts regarding pension decumulation. Those sitting the CII AF7, R04, or...

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