CII J05: Calculation Workbook
- This is for you if… you need help with the calculation aspect of your J05 exam
- 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
- Kept up to date to reflect changes to the exam syllabus and tax year
- Download instantly in PDF format and print as required
J05 PDF taster calculation workbook for free!
Why not try before you buy? Simply enter your name and email address below to receive your free PDF taster calculation workbook. You will also receive our free newsletter.
J05 PDF Calculation Workbook
Valid for examinations from 1 September 2025 to 31 August 2026
J05 Calculation WorkbookOur best value study kits
Valid for examinations from 1 September 2025 to 31 August 2026
Silver
What calculations are included?
- Annual Allowance
- Transitional Reliefs
- Lump Sum Allowance and Lump Sum and Death Benefits Allowance
- 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.
- “The calculation workbook ... is very comprehensive and includes calculations which are used as questions in the exam. The examples are clear and broken down into step by step stages... The resources provided by Brand Financial Training were key to my success. I shall certainly be trying them for future exams.”
Suzanne WalkerAdviser, The Pension Drawdown Company, Cobham - "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 HargreavesInvestment Adviser, Southport
- 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 BiggsTrainee Independent Financial Planner, Liberty Partnership Ltd, Peterborough
- "Brand are my 'go to' company for providing exam resources. In the past 18 months I've sat (and passed) 12 CII exams and I know I wouldn't have been as successful without the mock papers, calculation workbooks and analysis I've purchased from Brand Financial Training. Thank you!"SaffieParaplanner, Lorica Wealth Management, Bournemouth
- I gained Chartered Financial Planner status in early 2017 and wanted to thank you for your support throughout my years of study to attain this qualification. It was a hard slog at times but worth it in the end. I have used Brand material for all exams, bar the G60 exam back in 1998, and have found it invaluable. It has always cut through the rather bland CII material and made study far more palatable. Brand has continued to evolve and improve the delivery of the learning material which has proved to be a fantastic investment.Gary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
- "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 GunnAdviser, Nottingham
Suzanne Walker
Christopher Hargreaves
Matthew Biggs
Gary Friel
