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R04

June 5, 2015
Friday Five – 5 June 2015 – 5 Questions in 5 Minutes
Posted by The Team at Brand Financial Training on June 5, 2015
Welcome to this week’s Friday Five – 5 Questions in 5 Minutes Every Friday What’s this all about?...
February 17, 2015
Group Personal Pensions – Calculations You Need to Know – CII AF3 and R04
Posted by The Team at Brand Financial Training on February 17, 2015
The following presents a question and detailed answer, as it may appear on a CII Pensions exam, regarding additional...
December 16, 2014
More Changes for Pensions – CII CF4, R04 and AF3
Posted by The Team at Brand Financial Training on December 16, 2014
https://brandft.co.uk Pension changes are happening next year. This article discusses further announced changes to pensions – useful for CII...
November 4, 2014
CII AF3 Exam Paper October 2014
Posted by The Team at Brand Financial Training on November 4, 2014
In this article, we take a detailed look at how you’d go about solving the first question of the...
May 6, 2014
Switching Pension Schemes – CII CF4, R04, J05, AF3
Posted by The Team at Brand Financial Training on May 6, 2014
http://www.brandft.co.uk/ Should a person transfer the funds in his or her defined benefit pension to a defined contribution scheme?...
August 7, 2013
Top Tip – Pension Reforms
Posted by The Team at Brand Financial Training on August 7, 2013
http://www.brandft.co.uk/ Anyone studying for a CII Pensions exam will know that the new manuals are littered with the proposed...
July 24, 2013
Hot Topic – State Pension Deferral and 2016
Posted by The Team at Brand Financial Training on July 24, 2013
http://www.brandft.co.uk/ After the State pension deferral question came up in R06 in July, it would have prompted those sitting...
March 7, 2013
Hot Topic – CII Exams Pass Rates for 2012
Posted by The Team at Brand Financial Training on March 7, 2013
Update : 6 March 2014 : This post is now closed for comments as the post relates to the...
February 20, 2013
Top Tip – Primary Protection CII R04, J05 and AF3
Posted by The Team at Brand Financial Training on February 20, 2013
The Pensions legislation isn’t easy. It never has been and I don’t suppose it ever will be… The calculation...
January 30, 2013
Hot Topic – Capped Drawdown – CII CF4, R04, J04, J05, AF3
Posted by The Team at Brand Financial Training on January 30, 2013
Buried deep in the Autumn Statement last year was the announcement that investors in capped drawdown would be able...
January 10, 2012
5 Steps for Diploma in Regulated Financial Planning
Posted by The Team at Brand Financial Training on January 10, 2012
Previously, to be a financial adviser in the United Kingdom, you had to obtain a Certificate in Financial Planning....
January 10, 2012
CII Diploma in Regulated Financial Planning
Posted by The Team at Brand Financial Training on January 10, 2012
The Retail Distribution Review (RDR) introduced many changes to the financial services industry in 2012 one of which was...
January 10, 2012
R04 Exam: Pensions and Retirement Planning
Posted by The Team at Brand Financial Training on January 10, 2012
What to expect from the R04 exam The Chartered Insurance Institute R04 exam covers pensions and retirement planning at...

Monthly Roundup for February 2021 By The Team at Brand Financial Training on February 26, 2021
Friday Five Focus on Regulation – 26 February – 5 Questions in 5 Minutes By The Team at Brand Financial Training on February 26, 2021
Getting to Know the Hierarchy of Financial Needs By The Team at Brand Financial Training on February 23, 2021
Friday Five Focus on Protection – 19 February – 5 Questions in 5 Minutes By The Team at Brand Financial Training on February 19, 2021