J05 : Pension income options
Calculation workbook
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- Free J05 calculation workbook taster
- Over 35 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
- All questions and answers kept up-to-date to reflect changes to the exam syllabus and tax year
- Download them instantly in PDF format and print as required
- 30-day money-back guarantee
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Full calculation workbook
This image is for illustration purposes only. Resources are PDF downloads.
How do I order?
- Simply click on the ‘Add To Cart’ button and proceed through the order process.
- You will receive the download link on our web page after you have completed your order, and you will also receive an email with the link.
Valid for examinations from 1 September 2017 to 31 August 2018
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Only for those who are committed to passing first time.
Valid for examinations from 1 September 2017 to 31 August 2018
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Gold- "The Brand training material certainly helps you to focus on the key information required and get straight to the salient facts. Having to read all of RO4 and JO5 was daunting but by using the notes as a guide it helped me to condense a lot of this information quickly ."
Mandy SaundersVerifier - I would highly recommend the material from Brand Financial Training for anyone sitting exams with the CII and working towards Chartered status . The material helped me pass J10 and AF4 first time with very little time to study. Excellent value for money! Thank you Brand Financial Training
Sian ThomasFinancial Adviser, Hargreaves Lansdown Advisory Services, Bristol - "Thanks for the great material, I used the MP4 AF4 and other R02, J10 material and found it very helpful in passing R02, J10 and AF4."
Richard BaxterSenior Financial Adviser, Gower Financial Services, Guernsey - "Brand Financial Training's calculation workbook is an excellent tool for learning and understanding the complexities of financial formula. An essential resource ... It comes highly recommended."Jonathan HuntDirector, Expert Financial Solutions Ltd, Oxfordshire
- "I would like to say a big thank you for the quality, depth, clarity and effectiveness of the study material packages which I used for the RO2, RO3 and RO6 exams allowing me to attain the Diploma in Regulated Financial Planning."Antony GummersonClient Support, W Denis Financial Services, Leeds
- "Brand's solution papers were massively helpful in my preparation for the R06 exam. The expected questions came up on the exam and I was well prepared to give answers that covered all the aspects that I needed to in order to get a good mark. Gained a very good pass so am very grateful to Brand for their support."Matt HignettIFA
What calculations are included?
- Annual Allowance
- Lifetime Allowance
- Transitional Reliefs
- Drawing Pension Benefits – Secured Pension Options
- Drawing Pension Benefits – Flexible Income Options
- State Schemes
How will these help me to pass?
Many 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 any calculation that could come up, 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 study text, and mock papers don’t tell you exactly how to get from the question to the answer.
Our calculation workbook for J05 solves this problem by guiding you through the calculations, step-by-step, and providing detailed answers. Couple them with other resources in our study kits and you’ll be well prepared for your exam.