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 2020 to 31 August 2021
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Valid for examinations from 1 September 2020 to 31 August 2021
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Silver- I passed R02 and honestly don’t think I would have done it without your brilliant resources. I also bought the videos this time round – these don’t usually click with my brain as well as written word and audio, but this time they really helped. Your help on understanding certain answers from the Calculation Workbook was also very much appreciated
David GotteriSenior Underwriter, Aviva, Chesterfield - "The R01 videos, study notes, workbook and practice papers were so helpful and made revision a lot more approachable. It really helped me to pass when I failed before! I look forward to using your other materials for the other exams!"
SarahDC Pensions Associate Consultant, London - "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
- "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 - "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
- "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.