Roundup Aug 2022 | Brand Financial Training

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.

A Look at Recent Past Papers for the CII J05 Exam

In this article, we are taking a look at the questions asked in four recent exam papers of the CII’s Diploma in Financial Planning J05 exam paper – this is the exam on Pension Income Options. This will be useful reading for you if you are preparing to sit this exam in the near future; it will help you to focus your revision on the areas that are likely to be examined.

Learning About Collective Money Purchase Schemes

Collective money purchase schemes are a newly introduced option in addition to defined contribution and defined benefit schemes. These are most likely to be tested in specialist pension papers such as R04 and JO5, but could also come up in more general financial product exams such as LP2 or pension transfer exams like AF7.

Understanding the Annual Allowance

This is likely to be of relevance to anyone studying for one of the CII’s general pensions exams such as R04 or J05.

How CII Exams are Tested

Candidates planning out their exams for the CII qualifications are faced with a bewildering choice. There are many different levels of exams, worth different amounts of credits, which are being tested in different ways. This article looks at the Diploma and the Advanced Diploma units and how they are tested.

Brand Bitesize: Phased Annuity Purchase

Are you in the later stage of your revision for the CII AF7, AF5, J05, or R04 exam? This month, our ‘Bitesize’ video is all about phasing retirement and creating an income through phased annuity purchasing.

Learning about Flexible Reversionary Trusts

A flexible reversionary trust (FRT) enables a settlor to give money away, with the option to take some or all of it back on specified dates. FRTs are most likely to be tested in R06, J02, AF1 or AF5.

Friday Five: 5 Questions in 5 Minutes Every Friday

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: