J05
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September 1, 2020
Taking a Closer Look at Lifetime Annuities
In our last four articles on pension decumulation, we took a look at the drawdown and uncrystallised funds pension...
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August 25, 2020
Pensions and Death Benefits
In our last three articles on pension decumulation, we looked at drawdown and uncrystallised funds pension lump sum (UFPLS)...
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August 18, 2020
Learning About the Money Purchase Annual Allowance (MPAA)
In this third post in our series on pension decumulation, we will be looking at the Money Purchase Annual...
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July 28, 2020
A Look at the Uncrystallised Funds Pension Lump Sum (UFPLS)
In this second post in our series on pension decumulation, we will be looking at a triumph for the...
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July 21, 2020
Pension Flexibility – The Drawdown Regime
This is the first in a series of posts regarding pension decumulation. Those sitting the CII AF7, R04, or...
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April 21, 2020
Tapering the Annual Pension Allowance for High Earners
In the budget, the rules for tapering the pension annual allowance changed. Read on to help your revision for...
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January 23, 2020
The CII J05 October 2019 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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September 10, 2019
How to Calculate Pension Input Periods (PIPs)
In this article, we look at pension input periods - or PIPs. This is the period of time where...
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July 25, 2019
The CII J05 April 2019 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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March 12, 2019
How to Do a Primary Protection Calculation
The Pensions legislation isn’t easy, and it makes taking the CII pensions exams all the more challenging. In this...
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February 14, 2019
The CII J05 October 2018 Exam in Review
In this article, we discuss the questions set in the October 2018 exam paper for CII J05 – Pension...
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August 30, 2018
The CII J05 April 2018 Exam in Review
In this article, we discuss the questions set in the April 2018 exam paper for CII J05 – Pension...
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February 27, 2018
The CII J05 October 2017 Exam in Review
In this article, we discuss the questions set in the October 2017 exam paper for CII J05 – Pension...
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July 27, 2017
Taking a Look at the Question Paper for April 2017’s CII J05 Exam
In this article, we discuss the questions set in the April 2017 exam paper for CII J05 – Pension...
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February 9, 2017
