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
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Full calculation workbook
This image is for illustration purposes only. Resources are PDF downloads.
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- 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 2018 to 31 August 2019
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Only for those who are committed to passing first time.
Valid for examinations from 1 September 2018 to 31 August 2019
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Silver- “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 - "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 - "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
- "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 - "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."Toby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
- "There is no doubt that without Brand Financial Training our road towards passing these exams would have been a lot steeper!! There is no doubt that R02 caused the most pain but without your comprehensive notes on formulas etc it would have been even more painful simply because the book was so bland."
Mark CourageDirector and Lifestyle Financial Planner, Encompass Financial Management Ltd, Berkshire
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.