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Brand Financial Training > CII R04 Pensions and Retirement Planning Calculation Workbook

CII R04: Calculation Workbook

  • Overview
  • Free taster
  • Full workbook
  • Study kits

R04 PDF Calculation Workbook

  • This is for you if… you need help with the calculation aspect of your R04 exam
  • Free R04 calculation workbook taster
  • Over 60 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
  • Kept up to date to reflect changes to the exam syllabus and tax year
  • Download instantly in PDF format and print as required
  • 14-day money-back guarantee

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Everything you need for your best chance of passing first time
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R04 PDF taster calculation workbook for free!

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Save up to 20% with our study kit packages
Everything you need for your best chance of passing first time
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R04 PDF Calculation Workbook

Valid for examinations from 1 September 2024 to 31 August 2025

R04 Calculation Workbook
£49 Inc VAT
PDF Digital Download
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Save up to 20% with our study kit packages
Everything you need for your best chance of passing first time
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Our best value study kits

Valid for examinations from 1 September 2024 to 31 August 2025

Silver
£89.10 Inc VAT
10% OFF
£99
Drawn from our bank of 250 online questions – essential for exam practice with choice of 10, 30, 50 questionsE-Mocks +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
14-day money-back guarantee
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Gold
£118.40 Inc VAT
20% OFF
£148
Drawn from our bank of 250 online questions – essential for exam practice with choice of 10, 30, 50 questionsE-Mocks +
Calculation questions and step-by-step answers to ensure you are fully prepared for calculations that come up in your examCalculation Workbook +
A streamlined version of the learning outcomes and exam syllabus, plus self-test questionsRevision Notes +
14-day money-back guarantee
Add To CartAdd To Cart

What calculations are included?

  • Contributions and Tax Relief
  • Annual Allowance
  • Transitional Reliefs
  • Defined Benefit Schemes
  • Defined Contribution Schemes
  • Drawing Pension Benefits – Secured Pension Options
  • Drawing Pension Benefits – Flexible Income Options
  • State Schemes
  • Scheme Borrowing

How will the R04 PDF calculation workbook help me to pass?

Many CII R04 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 the calculations that are likely to come up in your exam so that you know you will gain top marks on all those calculation questions.

Unfortunately, not enough calculation practice and help are given in the CII R04 study text. Our calculation workbook for R04 solves this problem by helping 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 R04 study text.

  • I just wanted to say a big thank you for the R03 calculations workbook and mock paper purchased earlier this year which have been invaluable as part of my study. I passed the R03 this morning and have used your material to practice and practice again. Without these, I don't think I would have passed.
    Andreas NicolaouAndreas NicolaouOperational Tax Manager
  • "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"
    Scott MiddletonScott MiddletonJ M Taylor, Aberdeen
  • "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."
    Giovanni ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • I gained Chartered Financial Planner status in early 2017 and wanted to thank you for your support throughout my years of study to attain this qualification. It was a hard slog at times but worth it in the end. I have used Brand material for all exams, bar the G60 exam back in 1998, and have found it invaluable. It has always cut through the rather bland CII material and made study far more palatable. Brand has continued to evolve and improve the delivery of the learning material which has proved to be a fantastic investment.
    Gary FrielGary FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne
  • "I passed R02 - No doubt thanks to your fantastic workbook which helped no end!  With the extra work that I did going through your workbook, this helped a great deal with feeling confident which in this exam particularly was useful given that the technique and timing is as important as the knowledge and skill in ensuring that you get through the questions in a timely manner. One could so easily become distracted or frustrated trying to work out/remember one particular formula to the deficit of the other questions but your workbook enabled me to feel glad that there were so many calculations in the exam whereby before I actually feared them."
    David GunnDavid GunnAdviser, Nottingham
  • From completing my R01 exam in January 2018 to getting my result for my R06 exam in May 2019, Brand Financial Training have helped me work my way through Diploma in Regulated Financial Planning. I have found their Mock Exams and Calculation Workbooks particularly helpful and their R06 Case Study review was critical to me passing my R06 exam. I have recommended Brand Financial Training to my colleagues and wouldn’t hesitate to recommend them to my peers also.
    Matthew BiggsMatthew BiggsTrainee Independent Financial Planner, Liberty Partnership Ltd, Peterborough

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