Join 40000+ of your fellow professionals and use our resources to pass your CII exams
14 Day Money Back Guarantee
You are either satisfied or you get your money back!

R04 : Pensions and retirement planning

Calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.
Buy now!

  • 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

Calculation workbook taster for FREE!

Why not try before you buy? Simply enter your name and email address below. You will then receive your free calculation workbook taster and our free newsletter via email.

Full calculation workbook

Product-Calculation-Workbook-BinderThis image is for illustration purposes only. Resources are PDF downloads.

How do I order?

  1. Simply click on the ‘Add To Cart’ button and proceed through the order process.
  2. 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 2021 to 31 August 2022

All our prices are INCLUSIVE of VAT, where applicable

R04 Step-By-Step Calculation Workbook
£45
(Inc VAT)
PDF Digital Download
Add To CartAdd To Cart

studykit-save

Buy this with a Study Kit and save 10%

You can get this item with one of our study kits and get even better value and more learning resources for your money!
Save now!

Our best value study kits

Only for those who are committed to passing first time.

BONUS! Gain six months of free access to our brand new E-Mocks – the online version of our ever-popular Mock Exam Papers. This resource allows you to practise taking short online quizzes of 10 questions, 30 questions, 50 questions, or a fully timed R04 mock exam.

They are included FREE with any R04 study kit purchase. This bonus is offered for a limited time.

Note: When purchasing a study kit, your login to the Bonus E-Mocks will take up to 30 minutes to be activated. You will receive an email with your username and password when your login is active. All other resources are accessible immediately after ordering.

Images are for illustration purposes only.

Valid for examinations from 1 September 2021 to 31 August 2022

  • "Brand's solution papers were massively helpful in my preparation for the R06 exam. The expected questions came up on the exam and I was well prepared to give answers that covered all the aspects that I needed to in order to get a good mark. Gained a very good pass so am very grateful to Brand for their support."
    Matt HignettMatt HignettIFA
  • "Pleased to inform you I passed! I just want to thank you for your calculation work book as I would not have Passed without it. Thanks for an excellent personal service and encouragement."
    Christopher HargreavesChristopher HargreavesInvestment Adviser, Southport
  • Thank you again for the R06 analysis. I've found all Brand Financial Training materials extremely helpful for all modules of the diploma. The calculation workbooks in particular I think are the best out there, and I used the audio and mock sets a lot too.
    Kevin ShweKevin Shwe
  • I was told about Brand Financial Training by a colleague at work and thought it sounded too good to be true but gave it a go anyway and I'm so glad that I did! The website is really helpful to find out more information about different qualifications, pass rates and discovered that by taking one extra exam it would give me a certificate in mortgage advice which is vital for my current role. The service from Brand has been top quality from start to finish and both their products and service are second to none.
    Nathan FarrellNathan FarrellTeam Manager, London & Country, Bath
  • "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!"
    SaffieSaffieParaplanner, Lorica Wealth Management, Bournemouth
  • "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 ScottClaire ScottParaplanner, Johnston Carmichael Wealth Ltd, Edinburgh

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.