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J05 : Pension Income Options

Study notes

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  • Free J05 study notes taster version
  • Over 90 pages of study notes
  • Your condensed and more focused take on the CII’s exam syllabus and learning outcomes *
  • Self-test questions after each section
  • 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

* We always recommend that you have a copy of the CII study text (available from the CII) to form the basis of your studies. The study notes are designed to assist you during the revision process when the study text may become too cumbersome.

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Full study notes

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  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 2018 to 31 August 2019

J05 Study Notes
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  • "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."
    Toby Carmichael-JackToby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
  • "I took J05 and wanted to say that I wouldn't have passed it without your help, some of the questions that came up were not studied by the CII study book. However, these areas were covered in your study material and practice questions which saved the day!"
    Deborah HughesDeborah HughesFinancial Planning Manager, Ashley Law Ltd, Crawley
  • "I would just like to thank you and the team for the hard work you do in creating such manageable and relevant study notes  - they really helped me get to grips with where the gaps in my knowledge were and generally assisted me with supporting the knowledge I already had - and the practise questions, which were a breath of fresh air compared to the basic end of chapter questions in the CII text book and on revision mate.  One thing's for sure, I will be 100% using Brand's products to help me with my next exam!"
    Jon CarterJon CarterAdministration Assistant, Premier Partnership Ltd, Birmingham
  • “The hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."
    John ReynoldsJohn ReynoldsExpert Pensions, Edinburgh
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • "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

How will these help me to pass?

Passing J05 can seem like a struggle, especially when the study text arrives on your doorstep with a heavy thud. Our study notes immediately focus your mind and help you sort the wheat from the chaff so that you can spend time revising what needs to be revised and get focussed on what is needed.

Couple them with other resources in our study kits and you’ll be well prepared for your exam.