Monthly Roundup for April 2025

This article is correct as at 30 April 2025.

We know your time is valuable, so here’s a quick summary of the CII-related articles we’ve posted this month.

This Monthly Roundup allows you to see, at a glance, what articles have been posted and you can simply click on any that are of interest to you.

When a marriage or civil partnership ends, dividing assets like the family home or savings is usually top of mind. But pensions are often overlooked, despite being one of the most valuable assets in a relationship. This post explains how pensions can be split on divorce, including the key methods and their pros and cons. This is useful reading as part of your preparation for the CII R04 or J05 exams.

The CII has now released the exam guide for the February sitting of AF5 so we can see how we did in our pre-exam analysis.

In this article, we discuss the Money Purchase Annual Allowance (MPAA), a restriction on pension contributions that applies once benefits have been accessed flexibly. We explore how it works, when it is triggered, and its implications for pension planning. This is useful reading as part of your preparation for the CII R04, J05, or AF7 exams.

In this article, we look at recent changes to Qualifying Recognised Overseas Pension Schemes (QROPS) – useful reading for those studying for any of the CII R04, J05, or AF7 exams.

If you absorb information best through sound, you might be an auditory learner – someone who thrives on listening and speaking rather than reading or writing. This article explores the benefits of auditory learning, along with practical study techniques to help you retain information more effectively.

In this article, we look at whole of life policies. This article is particularly relevant to the CII R01, R05, R06 and AF5 exams.

This is a bit of Friday Fun where each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. The challenge is for you to answer them in 5 minutes. We post them on the blog every Friday.

To try your hand at answering the questions, visit our blog at one (or all) of the links below:

Friday 25 April

Friday 18 April

Friday 11 April

Friday 4 April