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Brand Financial Training > CII J05 Pension Income Options Calculation Workbook

CII J05: Calculation Workbook

  • Overview
  • Free taster
  • Full workbook
  • Study kits

J05 PDF Calculation Workbook

  • This is for you if… you need help with the calculation aspect of your J05 exam
  • Free J05 calculation workbook taster
  • Over 20 pages of calculation questions and answers
  • Full step-by-step answers for every question
  • Detailed explanations for each answer
  • Cross-references to the relevant CII study text
  • Kept up to date to reflect changes to the exam syllabus and tax year
  • Download instantly in PDF format and print as required
  • 14-day money-back guarantee

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Everything you need for your best chance of passing first time
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J05 PDF taster calculation workbook for free!

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Save 10% with our study kit packages
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J05 PDF Calculation Workbook

Valid for examinations from 1 September 2024 to 31 August 2025

J05 Calculation Workbook
£49 Inc VAT
PDF Digital Download
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Save 10% with our study kit packages
Everything you need for your best chance of passing first time
Learn more

Our best value study kits

Valid for examinations from 1 September 2024 to 31 August 2025

Silver
£84.60 Inc VAT
10% OFF
£94
Multiple mock papers - essential for exam practice and pin-pointing areas where more work is needed3 Full Sets of Mock Questions +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
14-day money-back guarantee
Add To CartAdd To Cart
Gold
£128.70 Inc VAT
10% OFF
£143
Multiple mock papers - essential for exam practice and pin-pointing areas where more work is needed3 Full Sets of Mock Questions +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
A streamlined version of the learning outcomes and exam syllabus, plus self-test questionsRevision Notes +
14-day money-back guarantee
Add To CartAdd To Cart

What calculations are included?

  • Annual Allowance
  • Transitional Reliefs
  • Drawing Pension Benefits – Secured Pension Options
  • Drawing Pension Benefits – Flexible Income Options
  • State Schemes

How will the J05 PDF calculation workbook help me to pass?

Many CII J05 exam-takers lose vital marks when it comes to performing calculations as they haven’t nailed down the exact process and order in which to perform the calculations, and haven’t spent enough time practising them.

The number of marks gained or lost on calculation questions can make the difference between a pass and a fail. Just a little more time taken on calculations during the revision period can give you the confidence you need to perform the calculations that are likely to come up in your exam, so that you know you will gain top marks on all those calculation questions.

Unfortunately, not enough calculation practice and help is given in the CII J05 study text. Our calculation workbook for J05 solves this problem by helping you decipher and extract the necessary information from a calculation question and provides calculation questions with full step-by-step answers, detailed explanations, and cross-references to the CII J05 study text.

  • "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
    Giovanni ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • "Pleased to inform you I passed! I just want to thank you for your calculation work book as I would not have Passed without it. Thanks for an excellent personal service and encouragement."
    Christopher HargreavesChristopher HargreavesInvestment Adviser, Southport
  • I just wanted to say a big thank you for the R03 calculations workbook and mock paper purchased earlier this year which have been invaluable as part of my study. I passed the R03 this morning and have used your material to practice and practice again. Without these, I don't think I would have passed.
    Andreas NicolaouAndreas NicolaouOperational Tax Manager
  • "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."
    Toby Carmichael-JackToby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
  • From completing my R01 exam in January 2018 to getting my result for my R06 exam in May 2019, Brand Financial Training have helped me work my way through Diploma in Regulated Financial Planning. I have found their Mock Exams and Calculation Workbooks particularly helpful and their R06 Case Study review was critical to me passing my R06 exam. I have recommended Brand Financial Training to my colleagues and wouldn’t hesitate to recommend them to my peers also.
    Matthew BiggsMatthew BiggsTrainee Independent Financial Planner, Liberty Partnership Ltd, Peterborough
  • I was told about Brand Financial Training by a colleague at work and thought it sounded too good to be true but gave it a go anyway and I'm so glad that I did! The website is really helpful to find out more information about different qualifications, pass rates and discovered that by taking one extra exam it would give me a certificate in mortgage advice which is vital for my current role. The service from Brand has been top quality from start to finish and both their products and service are second to none.
    Nathan FarrellNathan FarrellTeam Manager, London & Country, Bath

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