Monthly Roundup for May 2025

This article is correct as at 30 May 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.

Here, we’re looking at the exam guide from the CII’s March 2025 sitting of AF7 – the Pension Transfers exam.

It’s now time for us to turn our attention to the March CII AF4 exam. The following will be useful reading for those preparing to sit AF4 in the near future.

Here, we take a look at the exam paper for J02, the exam that sits in the Diploma in Financial Planning and covers trusts – useful for those preparing to sit the next J02 exam.

We have recently explored the advantages for both employees and employers of supporting employees in achieving exam success and obtaining qualifications. In this article, we look at how employers can support their employees through the process.

Here, we are looking at the J07 exam – Supervision in a regulated environment – that was sat in the last exam sitting, February 2025.

Investing in employee development through financial services qualifications can deliver significant benefits for both staff and the business. While not every team member will want to pursue exams, supporting those who do can boost engagement, performance, and long-term retention.

With exam season in full swing, if you’re wondering whether intensive last-minute revision will get you through your papers, you’re far from alone.

The CII has released their papers from the exam sittings that happened in February. In this article, we look at what was tested this time round in AF1: the Personal Tax and Trust Planning paper.

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 May

Friday 23 May

Friday 16 May

Friday 9 May

Friday 2 May