R04
-
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,...
-
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,...
-
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...
-
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...
-
September 12, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 12 Sep 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
September 9, 2025
Guaranteed Minimum Pension (GMP): What It Is, How It Works, and Why It Still Matters
Here, we look at guaranteed minimum pension (GMP) including what it is, when it accrued, and how it might...
-
September 9, 2025
Brand Bitesize: Understanding Phased Annuity Purchase
In this Brand Bitesize video, we break down Phased Annuity Purchase – a key retirement income option often tested...
-
August 8, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 8 Aug 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
July 4, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 4 July 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
May 30, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 30 May 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
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...
-
April 25, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 25 Apr 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
-
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...
-
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...
-
March 21, 2025
Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 21 Mar 2025
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
