Monthly Roundup for August 2024

This article is correct as at 30 August 2024.

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.

Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the CII’s R03 study text. As there have been no significant syllabus changes, the majority of the amends stem from the Autumn Statement 2023, the Spring Budget 2024, and the turning of the tax year.

The exam guide from the July sitting of R06 has been released by the CII, prompting us to see how we did in predicting the questions and model answers in our pre-exam analysis.

Here, we take a look at the main changes that you’ll come across in the 2024/25 version of the CII’s R02 study text. As there have been no significant syllabus changes, the majority of the amends stem from the Autumn Statement 2023, the Spring Budget 2024, and the turning of the tax year. This article is particularly relevant to the R02, R06, AF4, and AF5 exams.

To help you prepare for your CII R05 exam, this Brand Bitesize video explains gift inter vivos policies – what are they and what are they used for.

In this article, we look at the options available to those whose fixed mortgage rates are coming to an end at a time when standard variable rates, and indeed new fixes, are likely to be higher than their previous fixes. This is useful reading if you are preparing for any of the CII CF6, R07, R06, or AF5 exams.

Here, in the first of a two-part series, we take a look at the main changes that you’ll come across in the first five chapters of the 2024/25 version of the CII’s R01 study text. This article is particularly relevant to the R01, R06, and AF5 exams.

Here, in the second of a two-part series, we take a look at the main changes that you’ll come across in the second half of the 2024/25 version of the CII’s R01 study text. This article is particularly relevant to the R01, 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 30 August

Friday 23 August

Friday 16 August

Friday 9 August

Friday 2 August