Join 40000+ of your fellow professionals and use our resources to pass your CII exams
Winner, Best Training Resources for Paraplanners 2019 14 Day Money Back Guarantee
You are either satisfied or you get your money back!

J05 : Pension income options

Calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.
Buy now!

  • 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

Calculation workbook taster for FREE!

Why not try before you buy? Simply enter your name and email address below. You will then receive your free calculation workbook taster and our free newsletter via email.

Full calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.

How do I order?

  1. Simply click on the ‘Add To Cart’ button and proceed through the order process.
  2. 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 2019 to 31 August 2020

J05 Step-By-Step Calculation Workbook
£45
(Inc VAT)
PDF Digital Download
Add To Cart

studykit-save

Buy this with a Study Kit and save 10%

You can get this item with one of our study kits and get even better value and more learning resources for your money!
Save now!

  • "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 BaxterRichard 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 HuntJonathan 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 GummersonAntony GummersonClient Support, W Denis Financial Services, Leeds
  • "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 SaundersMandy SaundersVerifier
  • "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 passed R02 - No doubt thanks to your fantastic workbook which helped no end!  With the extra work that I did going through your workbook, this helped a great deal with feeling confident which in this exam particularly was useful given that the technique and timing is as important as the knowledge and skill in ensuring that you get through the questions in a timely manner. One could so easily become distracted or frustrated trying to work out/remember one particular formula to the deficit of the other questions but your workbook enabled me to feel glad that there were so many calculations in the exam whereby before I actually feared them."
    David GunnDavid GunnAdviser, Nottingham

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.