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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 80 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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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 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 2025 to 31 August 2026

R04 Calculation Workbook
£49 Inc VAT
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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 2025 to 31 August 2026

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
Add To CartAdd To Cart
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
  • Lump Sum Allowance and Lump Sum and Death Benefits Allowance
  • 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 would like to say a big thank you for the quality, depth, clarity and effectiveness of the study material packages which I used for the RO2, RO3 and RO6 exams allowing me to attain the Diploma in Regulated Financial Planning."
    Antony GummersonAntony GummersonClient Support, W Denis Financial Services, Leeds
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
    Leanne TraceyLeanne TraceySenior Customer Consultant, Standard Life Direct
  • "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
  • "The calculation work book for AF4 was really helpful. A question on Return on Equity came up and I'd literally only come across this in the Brand workbook. Glad to say I passed the exam with flying colours!"
    Russell HammondRussell HammondSenior Partner, London
  • I have just passed CF6 with the help of your work books and exams. Thanks very much, the calculation book was superb and instrumental of me passing.
    Jonathan CammJonathan Camm
  • "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

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