Search results for "R04"
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Who wants to be a millionaire?
This article provides an example showing how the Lifetime Allowance (LTA) for pensions savings would affect someone who is about to retire with pension benefits just over £1,073,100. Useful reading for those studying for any of the CII J05, R04, AF7 or AF8 units. -
Understanding the Rules Surrounding State Pension Deferral
An exam question on State pension deferral is often a possibility if the client in one of your R06 case studies is approaching retirement (as they very often are!). This subject can also be covered in the CII's R04, AF7 and J05 exams. So for those of you sitting these exams anytime soon, it's well worthwhile doing a bit of research on how it works. -
2022 CII Exams: Mapping the Route Ahead
With the release of next year’s written CII exam dates, now is a good time to think of how different units can contain overlapping content and how this might affect when units are taken. -
How to Triumph Over the CII’s Multi-Response Question
If you are studying toward the CII’s diploma in regulated financial planning you will need to get to grips with the ‘multi-response’ questions which feature in the R01, R02, R03, and R04 exams. -
How to Protect Pension Savings with Individual and Fixed Protection
This article looks at how you can protect existing savings or future pension savings by using Individual and Fixed Protection to avoid any LTA charge that would normally apply. This article will be useful reading for those planning to take any of the CII J05, R04, AF7 or AF8 units. -
Changes to the CII’s Pension Transfer Advice Qualification
This article is relevant to those studying for, or who have previously achieved, the CII’s Certificate in Pension Transfer Advice. -
Our Top Revision Tips for the CII R0 Exams
There is a lot of information to retain, and a lot of studying required for the R0 multiple-choice question exams, so we wanted to share with you some top tips to help with your revision.