R04
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May 19, 2026
How to Triumph Over the CII’s Multi-Response Question
Multi-response questions can feel intimidating because they ask you to hold several possible answers in mind at once –...
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May 15, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 15 May 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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May 12, 2026
How to Triumph Over the CII’s Level 4 Multiple-Choice Question
Level 4 CII exams often feel like a big step up because the questions are no longer just testing...
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April 14, 2026
A Transition and Then Some: Tax-Free Cash After the Lifetime Allowance
When pension rules change, it’s rarely just the headline reform that matters. The detail – particularly transitional provisions –...
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April 10, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 10 Apr 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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March 6, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 6 Mar 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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February 24, 2026
Sacrificing Salary Sacrifice
Recently, we looked at forthcoming legislative changes that will bring pensions inside of the estate for IHT purposes. Here,...
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February 17, 2026
Pensions and IHT – The Practical Impact
In this article, we examine the impact of the legislation changes that will see pensions no longer being exempt...
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January 30, 2026
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 30 Jan 2026
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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December 26, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 26 Dec 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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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 28, 2025
Parental Leave and Pensions Explained: Key Rules for Defined Benefit and DC Schemes
In this article, we explain how employee pension rights are treated during periods of parental leave which covers maternity,...
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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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October 7, 2025
The Main Changes in the 2025-26 CII R04 Study Text
In this article, we look at the main syllabus changes in the CII’s 2025/26 R04 study text. Most of...
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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...
