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R04 : Pensions and retirement planning

Revision notes

Image of upright binder with Revision Notes across the coverThis image is for illustration purposes only. Resources are PDF downloads.
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  • Free R04 revision notes taster version
  • Over 130 pages of revision notes
  • Streamlined version of the learning outcomes and exam syllabus designed for use when you are further along with your studies *
  • Self-test questions after each section
  • 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

* We always recommend that you have a copy of the CII study text (available from the CII) to form the basis of your studies. The revision notes are designed to assist you during the revision process when the study text may become too cumbersome.

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Full revision notes

Image of upright binder with Revision Notes across the coverThis image is for illustration purposes only. Resources are PDF downloads.

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  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 2020 to 31 August 2021

R04 Revision Notes
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Valid for examinations from 1 September 2020 to 31 August 2021

  • "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 SaundersMandy SaundersVerifier
  • "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
    Paul JacksonPaul JacksonPartner, Professional Practice Services, Worcestershire
  • "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 hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."
    John ReynoldsJohn ReynoldsExpert Pensions, Edinburgh
  • "Brand have been invaluable to me in achieving DipPFS, their study notes and calculation workbooks are second to none."
    Toby Carmichael-JackToby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
  • "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

How will these help me to pass?

Passing R04 can seem like a struggle, especially when there is so much content to learn. Our revision notes are for when you are further into your studies and are ready for a more condensed version of the study text so you can spend time revising what needs to be revised and get focused on what is needed.

Use them with the other resources in our study kits and you’ll be well prepared for your exam.