R04 : Pensions and retirement planning
Calculation workbook
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- Free R04 calculation workbook taster
- Over 85 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
- All questions and answers 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
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Full calculation workbook
This image is for illustration purposes only. Resources are PDF downloads.
How do I order?
- Simply click on the ‘Add To Cart’ button and proceed through the order process.
- 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
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Only for those who are committed to passing first time.
Valid for examinations from 1 September 2018 to 31 August 2019
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Platinum- "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."
Toby Carmichael-JackParaplanner, Chase de Vere, Basingstoke - 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 FrielChartered Financial Planner, Kent Insurance Services, Sittingbourne - "I've always used your mock papers for past exams which have been very helpful. As I found the AF3 exam tough to study for, I bought the study notes and calculation workbook for more guidance. Both I found very helpful and in the end helped me to pass AF3."
Claire ScottParaplanner, Johnston Carmichael Wealth Ltd, Edinburgh - “The calculation workbook ... is very comprehensive and includes calculations which are used as questions in the exam. The examples are clear and broken down into step by step stages... The resources provided by Brand Financial Training were key to my success. I shall certainly be trying them for future exams.”Suzanne WalkerAdviser, The Pension Drawdown Company, Cobham
- "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 SaundersVerifier
- "Brand are my 'go to' company for providing exam resources. In the past 18 months I've sat (and passed) 12 CII exams and I know I wouldn't have been as successful without the mock papers, calculation workbooks and analysis I've purchased from Brand Financial Training. Thank you!"SaffieParaplanner, Lorica Wealth Management, Bournemouth
What calculations are included?
- Contributions and Tax Relief
- Annual Allowance
- Lifetime 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 these help me to pass?
Many 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 any calculation that could come up, so that you know you will gain top marks on all those calculation questions.
Unfortunately, not enough calculation practice and help is given in the study text, and mock papers don’t tell you exactly how to get from the question to the answer.
Our calculation workbook for R04 solves this problem by guiding you through the calculations, step-by-step, and providing detailed answers. Couple them with other resources in our study kits and you’ll be well prepared for your exam.