Learning resource updates
This page details updates made to our learning resources. You should visit this page periodically to ensure you do not miss any updates. Updates can result from a change in exam syllabus, an amendment to the relevant CII study text directly affecting our resources, typographical errors or more complex issues.
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- AF Exam Updates 2026-27
- IF Exam Updates 2026
- J0 Exam Updates 2025-26
- R0 Exam Updates 2025-26
- R0 Exam Updates 2026-27
28 August 2026 Amendments have been made to this resource to include information on Making Tax Digital (MTD) for Income Tax. Please contact our customer service team to request your updated copy.
New Version: AF1RevisionNotes010926v2
28 August 2026 Amendments have been made to this resource to include information on Making Tax Digital (MTD) for Income Tax. Click here to download an updated copy.
File Name: AF1RevisionNotesTaster
28 August 2026 Section 1 – Income Tax, Page 6, the section regarding Mileage Allowance has been updated. The last two bullet points have been amended to:
- Statutory mileage rates paid free of tax and NICs – 55p per business mile for first 10,000 miles in the tax year, 25p for each mile thereafter
- For NIC purposes, flat rate of 55p for all business miles
New Version: R03RevisionNotes010926v2
28 August 2026 Section 1 – Income Tax, Page 6, the section regarding Mileage Allowance has been updated. The last two bullet points have been amended to:
- Statutory mileage rates paid free of tax and NICs – 55p per business mile for first 10,000 miles in the tax year, 25p for each mile thereafter
- For NIC purposes, flat rate of 55p for all business miles
File Name: R03RevisionNotesTaster
All resources for IF1, IF2, IF3, IF4, and IF5 have been updated in accordance with the new syllabus examinable from 1 January 2026.
30 June 2026 Due to a change in CII Study Text, Question 100 has been amended. The date in the question stem has been changed to 1 April 2026. Option D has been changed to £455,000.
New Version: IF1Set1010126v2
30 June 2026 Due to a change in CII Study Text, Question 100 has been amended. Option C has been changed to ‘The maximum financial award the FOS can make is £445,000.’
New Version: IF1Set2010126v2
19 September 2025 The answer to Question 1 has been amended to read £207,913.13
New Version: J05Set1010925v2
19 September 2025 The Model Answer for Question 7 has been amended and now reads:
- Amount of pension at start of input period 12/60 x £65,000 = £13,000
- £13,000 x 16 = £208,000
- Increase by CPI 1.7%
- Opening Value = £211,536
- Value at end of PIP
- 13/60 x £66,000 = £14,300
- £14,300 x 16 =£228,800
- TPI = £228,800 – £211,536 = £17,264
New Version: J05Set2010925v2
21 May 2026 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.
New Version: J05RevisionNotes010925v3
13 January 2026 Section 4 – PCLS and UFPLS – Page 26, the bullet points after ‘Maximum allowable PCLS is normally lower of’ should read:
• 25% of capital value of benefits coming into payment, and
• remaining LSA
New Version: J05RevisionNotes010925v2
21 May 2026 Improvements have been made to this resource to further support your learning. Click here to download an updated copy.
File Name: J05RevisionNotesTaster
20 February 2026 Improvements have been made to this resource to further support your learning. Please contact our customer service team to request your updated copy.
New Version: J12CalcWkbk010925v2
20 February 2026 Improvements have been made to this resource to further support your learning. Click here to download an updated copy.
File Name: J12CalcTaster
26 February 2026 Due to a change in the CII Study Text, Question 31 has been amended. Option C is now £117,000; Option D is now £120,000; the answer is now C; the correct answer rationale has been amended to: Under the FSCS bank deposit protection scheme, protection is limited to the first £120,000 of deposits per authorised institution. Joint account holders can each recover up to the maximum limit of compensation in respect of the same account. £117,000 is within the limit of £240,000 (2 x £120,000) for joint accounts.
New Version: J12Set1010925v2
30 June 2026 Due to a change in the CII Study Text, Question 47 has been amended. Option B has been amended to read £445,000. Rationale amended to read ‘the maximum level of money award FOS can enforce which is £455,000 since 1 April 2026’
New Version: R07Set2010925v3
24 November 2025 The answer to Question 55 has been amended from C to B.
New Version: R07Set2010925v2







