R05
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December 24, 2024
Employee Benefits in Financial Planning
In this article, we take a look at the pros and cons of financial planning-related employee benefits - relevant...
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December 13, 2024
Friday Five Focus on Protection – 5 Questions in 5 Minutes – 13 Dec 2024
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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November 8, 2024
Friday Five Focus on Protection – 5 Questions in 5 Minutes – 8 Nov 2024
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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October 22, 2024
Basic vs New State Pension: Key Differences Explained
In this article, we take a look at the key differences between the two main types of State Pension:...
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October 8, 2024
What are the duties of trustees?
The CII exam on trusts is J02; the exam is 2 hours long with 15 short-answer questions giving a...
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October 4, 2024
Friday Five Focus on Protection – 5 Questions in 5 Minutes – 4 Oct 2024
Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week,...
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September 10, 2024
Understanding the Financial Ombudsman Service
In this article, we look at the Financial Ombudsman Service (FOS), focusing in particular on the process to be...
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September 3, 2024
The Main Changes in the 2024-25 CII R05 Study Text
Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the...
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August 13, 2024
Brand Bitesize: Gift Inter Vivos Policies
To help you prepare for your CII R05 exam, this Brand Bitesize video explains gift inter vivos policies -...
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July 23, 2024
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July 23, 2024
The Life Cycles That Impact Protection Levels
Both CF1 and R01 use the concept of life cycles to illustrate factors that impact on the level of...
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April 11, 2023
Getting a Good Grasp of the Two Types of Lasting Power of Attorney
A Lasting Power of Attorney, commonly shortened to LPA, gives someone else the legal authority to look after your...
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October 28, 2022
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October 27, 2022
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October 25, 2022
Inheritance Tax and Exempt Transfers
For inheritance tax (IHT) purposes, gifts fall into one of three categories: exempt transfers, potentially exempt transfers (PETs), and...
