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  • 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!

  • 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.

  • 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 – 21 Mar 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!

  • Tax Relief on a Large Employer Pension Contribution

    The rules around corporation tax relief on a single large employer pension contribution are not easy, so this article looks at one of the examples from our R04 calculation workbook to shed some light on this subject. 

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 14 Feb 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!

  • Brand Bitesize: Self-Assessment

    In this Brand Bitesize video, we take a look at self-assessment – relevant to CII exam R03, but also a worthy reminder for exams AF1, AF5, CF1, R01, R04, and R06.

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 10 Jan 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 – 6 Dec 2024

    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!

  • Why Taking Mock Exams Online Brings Big Benefits for CII R01, R02, R03, R04 and R05

    If you’re gearing up to take a CII multiple-choice exam, there are various ways to prepare yourself. The go-to resources for most candidates taking the R01 to R05 exams are mock questions. The benefits of mock papers have long been known; they will help you to: identify areas that need further revision, practise answering the exam-style questions, understand how to apply your knowledge, and check your progress. More recently, candidates are choosing to use the online version of this resource which provides all the above benefits and more. In this article, we look at why you might want to consider choosing online mock testing as part of your exam preparation.

  • Brand Bitesize: Tapered Annual Allowance

    Are you a visual learner who is studying toward the CII's AF1, AF5, AF7, J05, R04 or R06 exams? This month our ‘bitesize’ video is all about the tapering of the annual allowance for high earners. This is great for quick revision!

  • Friday Five Focus on Pensions – 5 Questions in 5 Minutes – 1 Nov 2024

    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 – 27 Sep 2024

    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!

  • 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.