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R04 : Pensions and retirement planning

Study notes

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  • Free R04 study notes taster version
  • Over 110 pages of study notes
  • Your condensed and more focused take on the CII’s exam syllabus and learning outcomes *
  • 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 study notes are designed to assist you during the revision process when the study text may become too cumbersome.

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Full study notes

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  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 2017 to 31 August 2018

R04 Study Notes
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Valid for examinations from 1 September 2017 to 31 August 2018

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    Brian LynnBrian LynnPartner, Brian Lynn Financial Services, Scotland
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    Andrew WattsAndrew WattsManaging Director, South West Financial Planning Ltd, Barnstaple
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    Toby Carmichael-JackToby Carmichael-JackParaplanner, Chase de Vere, Basingstoke
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    Deborah HughesDeborah HughesFinancial Planning Manager, Ashley Law Ltd, Crawley
  • "The R01 videos, study notes, workbook and practice papers were so helpful and made revision a lot more approachable. It really helped me to pass when I failed before! I look forward to using your other materials for the other exams!"
    SarahSarahDC Pensions Associate Consultant, London

How will these help me to pass?

Passing R04 can seem like a struggle, especially when the study text arrives on your doorstep with a heavy thud. Our study notes immediately focus your mind and help you sort the wheat from the chaff so that you can spend time revising what needs to be revised and get focussed on what is needed.

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