Search results for "R04"
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Current CII Exams Pass Rates – as at May 2023
The CII has now released their pass rates for 2022. Here, we discuss the pass rates and what we can learn from them. -
What big pensions shake-up was announced in Spring Budget ’23?
During the spring budget 2023, Chancellor Jeremy Hunt announced the biggest shake-up to the pensions system since the freedoms in 2015. Here, we look at exactly what was announced and the crucial planning points to look out for. This will be key knowledge for anyone studying for their CII R04, J05, or AF7 pension papers, or the wider financial planning papers, R06 and AF5. -
Pensions Tax Relief: What are you being asked?
Those candidates studying towards the CII R04 exam may have noticed the rather prominent ‘be aware’ box in Chapter 2B of the study text regarding the annual allowance and money purchase annual allowance. This points out the importance of reading an exam question carefully particularly when it comes to tax relief on pension contributions. This article is relevant for anyone studying for the AF5, AF7, AF8, R04, or R06 exams. -
My R06 Experience – Part 2
In September, our team member, Ann, took the R06 Financial Planning Practice exam. There's a lot that can be learned from taking the exams - even for someone as experienced as Ann. In last week’s article, Ann discussed her experience with the remote invigilation system. This article focuses on the exam itself and provides some pointers for future R06 candidates. -
Brand Bitesize: Defined Benefit Commutation Factor
For those who are studying for any of the CII's R04, J05, or AF7 exams, this might be a useful reminder for you! We look at the Defined Benefit Commutation Factor in this ‘Bitesize’ video. -
Looking at the Link Between Inflation and Interest Rates
In this article, we look at the link between inflation and interest rates, and how they both impact investments. This is particularly relevant to the CII R02 and AF4 exams but may also be useful to those studying for R01, CF1, R04, AF7, R06, or AF5.