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CII R04 Exam: Pensions and Retirement Planning

The CII’s R04 exam focuses on pensions and retirement planning. It forms a part of the Diploma in Regulated Financial Planning. It is a 1-hour multiple-choice question paper consisting of 50 questions, with a nominal pass mark of 65%.

The exam syllabus covers the tax and legal frameworks relevant to pension schemes; defined contribution and defined benefit pension schemes; options for drawing pension benefits; state retirement benefits and contracting out; aims and objectives of retirement planning.

NEW! FREE Bonus with any R04 Study Kit Purchase – Limited Time Offer

Gain six months of free access to our Brand New R04 E-Mocks – the online version of our ever-popular Mock Exam Papers.

This resource allows you online access to our R04 mock questions and offers the flexibility to practise taking short quizzes of 10 questions, 30 questions, 50 questions, or a fully timed R04 mock exam.

Purchase any of our R04 Study Kits to get access.

Our learning resources

Receive a PDF download link to our FREE R04 How to Pass Guide via email when you make a purchase or request a free taster. It’s our gift to you!

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Mock Exam Papers

3 full sets of 50 questions and answers, plus detailed explanation of the correct answers and cross references to the relevant CII study text. All questions and answers are written by Brand Financial Training and kept up-to-date to reflect changes to the exam syllabus and tax year.

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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.

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Revision Notes

Designed for use when you are further along with your exam studies, our revision notes are a streamlined version of the learning outcomes and exam syllabus combined with self-test questions.

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MP3 Audio Masterclasses

Learn by listening with our MP3 masterclasses. They allow you to absorb and understand the material in digestible chunks. You can listen at home, in the car, at the gym or wherever you may be.

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