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  • Guaranteed Minimum Pension (GMP): What It Is, How It Works, and Why It Still Matters

    Here, we look at guaranteed minimum pension (GMP) including what it is, when it accrued, and how it might impact vesting of retirement benefits. This article is of relevance to anyone sitting CII AF7, R04, J05 or FA2.

  • Basic vs New State Pension: Key Differences Explained

    In this article, we take a look at the key differences between the two main types of State Pension: the Basic State Pension and the New State Pension - relevant to the CII's R01, R04, R05, R06, AF1, AF7, and AF5 exams.

  • Current CII Exams Pass Rates – as at June 2025

    The Chartered Insurance Institute (CII) has released its exam pass rates for 2024. In this article, we examine the latest figures, compare them to previous years, and highlight what these trends might mean for candidates planning their qualification route.

  • The CII J05 September 2024 Exam in Review

    In this article, we’re looking at the CII’s Diploma in Financial Planning J05 exam paper that students sat in September – 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.

  • Brand Bitesize: Pension Carry Forward

    In this Brand Bitesize video, we talk about the basic criteria that must be met for pension carry forward to apply. This is useful for CII R04, AF5, AF7, or R06 exam revision.

  • The Pension Protection Fund: A True Lifeboat in Stormy Times

    Those studying for the CII R04 and AF7 exam will need a thorough understanding of the Pension Protection Fund (PPF). In this article we look at how important the protection offered by the PPF is to members of defined benefit pension schemes.

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 12 Sep 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • Current CII Exams Pass Rates – as at May 2024

    The CII has now released their pass rates for 2023.  Here, we discuss the pass rates and what we can learn from them.

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 8 Aug 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • CII Exam Combinations to Consider

    For those of you starting to plan your exam journey for 2024, you’ll be pleased to hear the CII have released the exam dates for all their written exams. We use the word ‘written’ in its modern sense as, post-COVID, all these exams, except AF4, are actually written online rather than with pen and paper. The CII refers to them as ‘written’ to distinguish them from their multiple-choice exams. The multiple-choice exams can be taken at any time throughout the year. Now we’ve cleared that up, in this article, we thought we’d give you some food for thought about some of the exams you may want to consider sitting close together as you plan your route towards the Advanced Diploma in 2024.

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 4 July 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • When will the Autumn Budget 2024 changes be tested?

    As you prepare for your CII exams, it is essential to stay informed about recent changes to various laws and regulations that will be tested in your upcoming exams. Below are the key changes from the Autumn Budget you should be aware of, along with the dates from which these changes will be examined.

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 30 May 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 25 Apr 2025

    Each week, we ask questions relating to one of these topics: Investments, Taxation, Pensions, Protection, or Regulation. This week, our Friday Five is relevant to Pensions; this is useful as you prepare for the CII's R04, AF7, or J05 exams. The challenge is for you to answer them in 5 minutes. Try the new interactive format and get your results and feedback instantly!

  • The CII AF7 March 2024 Exam in Review

    We're looking at the exam paper from the CII's March 2024 sitting of AF7 – the Pension Transfer exam.