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Pension income options

J05 (20 Diploma credits)

The objective of this unit is to develop an understanding of pension crystallisation and the drawing of income via various options.

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Members receive exclusive discounts on CII tuition, courses and exam entry


Revision courses

Members
£265.00
Non-members
£310.00
Revision day
 
Select course & date

Revision day

Revision day

CII revision courses provide expert tutor support ahead of the exam and are designed to improve your chances of passing.

Single day revision courses are structured to cover key elements of the syllabus and give suggestions for effective revision and exam technique.

They enable you to:

  • Explore the syllabus in detail
  • Clarify areas of concern in the syllabus
  • Discover what the examiner is looking for
  • Discuss common mistakes and how to avoid them
  • Learn useful revision and exam techniques.

Learn more about CII face-to-face training venues »

Members
£420.00
Non-members
£505.00
Revision workshop (two days)
 
Select course & date

Revision workshop (two days)

Two day revision workshop

CII revision courses provide expert tutor support ahead of the exam and are designed to improve your chances of passing.

Two day workshops are structured to cover key elements of the syllabus and give suggestions for effective revision and exam technique. There is also allotted time for you to practise your exam technique and to gain insightful feedback on your answers.

In summary, two day workshops enable you to:

  • Explore the syllabus in detail
  • Clarify areas of concern in the syllabus
  • Discover what the examiner is looking for
  • Discuss common mistakes and how to avoid them
  • Learn useful revision and exam techniques
  • Practice and gain feedback on your exam technique

Learn more about CII face-to-face training venues »

Study options – printed book

Members
£92.00
Non-members
£127.00
Printed study text with updates ‒ 2017/18 edition (applicable to Oct 17 and Apr 18 exams) **Available w/e 28 Jul**

This is a distance learning course. It includes the provision of a study text developed to assist you in understanding and learning the exam syllabus.

You will receive any new editions and updates which are issued during the 12 months following your purchase, ensuring that at all times you have access to the latest information.

You will also have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. These will include a study planner, a knowledge check (multiple choice test) facility covering each chapter, definitions of key terms, specimen guide exam and hints and tips. Full details will be provided with your study text.

Printed study text with updates ‒ 2017/18 edition (applicable to Oct 17 and Apr 18 exams) **Available w/e 28 Jul**

This is a distance learning course. It includes the provision of a study text developed to assist you in understanding and learning the exam syllabus.

You will receive any new editions and updates which are issued during the 12 months following your purchase, ensuring that at all times you have access to the latest information.

You will also have access to an unrivalled suite of online services to support your studies through our RevisionMate study tool. These will include a study planner, a knowledge check (multiple choice test) facility covering each chapter, definitions of key terms, specimen guide exam and hints and tips. Full details will be provided with your study text.

Members
£46.00
Non-members
£64.00
Update your study text beyond the first year

As the coursebook is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Update your study text beyond the first year

As the coursebook is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Study options – ebook (not refundable once downloaded)

Members
£92.00
Non-members
£127.00
ebook study text with updates

This is a self-study course consisting of an ebook study text with updates for 12 months after enrolment. Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
You will also gain 12 months' access to an unrivalled suite of tailored online services to support your studies through our RevisionMate study tool. These will include a study planner, definitions of key terms, specimen guide exam and hints and tips. Full details will be provided with your study text.

ebooks
ebooks are compatible with most portable electronic devices including Android and Windows tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery -we aim for same day delivery for orders before midday Monday to Friday(customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
Free sample chapters
ebooks FAQs and unit availability

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

ebook study text with updates

This is a self-study course consisting of an ebook study text with updates for 12 months after enrolment. Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

RevisionMate
You will also gain 12 months' access to an unrivalled suite of tailored online services to support your studies through our RevisionMate study tool. These will include a study planner, definitions of key terms, specimen guide exam and hints and tips. Full details will be provided with your study text.

ebooks
ebooks are compatible with most portable electronic devices including Android and Windows tablets/smart phones, Kindles and iPads/iPhones. They can also be viewed on desktop and laptop computers using appropriate EPUB/Kindle reader software (required).

Please note:
• ebooks are not pdf files and cannot be printed.
• the reading experience will depend on the portable device used or the reading software installed, if viewed on a computer.

An ebook provides the same benefits as the the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

Additional benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery -we aim for same day delivery for orders before midday Monday to Friday(customers receive an email to confirm their ebook is ready to download).

Depending on the device used, ebook features can include:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on supporting devices, allowing increased accessibility.

Find out more
Free sample chapters
ebooks FAQs and unit availability

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£46.00
Non-members
£64.00
Update your ebook study text beyond the first year

As the study text is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the ebook study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Update your ebook study text beyond the first year

As the study text is a valuable reference tool in your day-to-day job, we offer an option to receive the next edition of the ebook study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material.

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Revision aids

Members
£12.00
Non-members
£13.00
Examination guide (April 2016)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Examination guide (April 2016)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note: Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Members
£12.00
Non-members
£13.00
Examination guide (October 2016)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note:  Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Examination guide (October 2016)

These comprise a past paper, examiners' comments on candidates' performance and key points for inclusion in your answers. These are supplied as PDF files for you to print off as and when required for your own use.

Important note:  Study option enrolees for this unit can download the latest exam guide for FREE from www.revisionmate.com

Non-EU candidates should note: if buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Exam entry

Members
£97.00
Non-members
£138.00
Unit J05 exam
 

Introduction

CII qualifications involve the completion of one or more units, each covering an individually assessed topic. Assessment methods vary and depend on a unit's level and subject matter.


Assessment methods include:

  • Multiple-choice exams - the assessment method for Award, Certificate, and Diploma in Regulated Financial Planning units R01-R05 assessed in the UK. Exams are delivered on-screen at a network of over 40 public centres across the UK. Sittings are available year-round, often on a weekly basis.
  • Written exams - the assessment method for some Diploma and Advanced Diploma units and all units examined outside the UK. Sittings are typically available twice-yearly in April and October at over 50 public centres throughout the UK and over 120 public centres outside the UK.
  • Coursework assessment - available for a select number of Advanced Diploma in Insurance units, Advanced Diploma in Financial Planning unit (AF6) Senior management and supervision and financial services unit (J09) Paraplanning, coursework assessment involves the completion of three written assignments during a 12 month period.
  • Mixed assessment - available for a number of Diploma in Insurance units and all Diploma in Insurance units by April 2018 (unit codes begin with the letter M). This involves the successful completion of both a coursework assignment and a multiple-choice exam. This has an 18 month enrolment period.
  • Dissertation assessment - available for Advanced Diploma units (991) London market insurance specialisation and (994) Insurance market specialisation. This involves the submission of a dissertation proposal and an 11,000 word dissertation. This has an 18 month enrolment period. 

Find out more

It is essential that candidates familiarise themselves with the guidelines and instructions which are shown on the CII website under the relevant units. In addition candidates should familiarise themselves with the coursework and dissertation policies as well as exam policies (before the assessment) and notes to results (after the assessment).

Learning solutions update

These updates are Learning Solutions updates for study purposes.

Please note that for Financial Planning examinations in the 2017/18 tax year will be examined in the October 2017 and April 2018 exam sessions.

2017-18 edition

Pdf icon small J05 2017-18 edition changes

Pdf icon small Budget Summary 2017

Pdf icon small Update to budget summary 17-03-2017

 Other information

Pdf icon small Financial services current editions

 

 

Qualification update

Testing Position

  • Examinations are based on the published syllabus. Syllabuses are available free of charge on the CII website www.cii.co.uk or on request.
  • It is important that you keep yourself informed of any changes which may occur affecting the units you are studying by using material suggested in the reading lists on the syllabuses in the relevant qualification section of this website.
  • The CII will do all it can to provide students enrolled on a study programme with updated materials as soon as legislative changes become known but it cannot guarantee this in time for any particular exam. Candidates should refer to the CII update website www.cii.co.uk/updates for the latest information on changes to law and practice and when they will be examined.
  • Candidates will be examined on the basis of law and practice in England unless otherwise stated.
  • Candidates must keep up to date with legislative and industry changes that occur within the tax year.
  • The general rule is that the new tax year and changes arising from the Finance Act will be examined from 1 September each year. Other changes not related to the Finance Act will be examined three months after they become legally effective.

Tax year

  • The tax year 2016/2017 will be examined from 1 September 2016 until 31 August 2017.

EU Referendum

  • On 23 June 2016, the UK voted to leave the European Union (EU).
  • The UK Government invoked 'Article 50' of the Lisbon Treaty on 29 March 2017. In doing so, the two-year negotiation period which will result in Britain leaving the EU began. This means that, at the time of publication, the UK's membership of the EU will cease on 29 March 2019.
  • Until this final 'withdrawal agreement' is entered into, the UK will continue to be a full member of the EU, compliant with all current rules and regulations, and firms must continue to abide by their obligations under UK law, including those derived from the EU, and continue with the implementation of all  legislation that is still to come into effect.
  • The longer term impact of the decision to leave the EU on the UK's overall regulatory framework will depend, in part, on the relationship agreed between the UK Government and the EU to replace the UK's current membership at the end of the 'Article 50' negotiation period.
  • Please note: The UK decision to leave the European Union will have no impact on the 2017- 2018 CII syllabuses or exams. Changes that may affect future exam syllabuses will be announced as they arise.

Inheritance and Trustees Power Act 

The changes to the Inheritance and Trustees Power Act become effective on 1 October 2014.

 

Assessment information

It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.