CII J05 Exam: Pension Income Options
The CII’s J05 exam forms part of the Diploma in Financial Planning. It is a 2-hour short answer question paper consisting of 15 questions, with a nominal pass mark of 55%.
The exam syllabus covers rules applying to retirement benefits when they are crystallised; the features, taxation and risks of lifetime annuities, scheme pensions, flexible benefits and phased retirement; State retirement benefits; regulatory and legal requirements and advice issues relating to drawing pension benefits.
Our learning resources
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You require multiple resources and wish to save money. Make use of our J05 study kits, reducing the cost of your CII exam study with an automatic discount of 10%. Choose from our J05 study kits with only two resources, or get all three!
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You want essential J05 mock exam questions practice but you like to print out and sit mock papers with pen and paper. You will receive 3 full sets of 15 questions and answers in PDF format for you to print yourself, plus cross-references to the CII J05 study text.
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You need help with the calculations aspect of your CII J05 exam. This J05 calculation workbook helps 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.
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You are further along with your CII J05 exam studies and are now ready to focus on a streamlined version of the J05 exam content combined with self-test questions, to meet the requirements of the CII J05 learning outcomes and exam syllabus.
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- "I've used your resources for 3 exams so far and have always passed first time. I find these questions help to highlight those areas in which I am weak and which may need further study. I also find that questions in the exam are phrased in a way that I would not normally use, and that reading mock questions helps me to be aware of and alert to these. Your mock papers were invaluable in helping me to prepare for my exams."John BisattAdviser, Palmer Lane, Cardiff
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