CII J05 Exam: Pension Income Options
The CII's J05 exam forms part of the Diploma in Financial Planning. It is a
2-hour short answer question paper consisting of 15 questions, with a nominal pass mark of 55%.
The exam syllabus covers rules applying to retirement benefits when they are crystallised; the features, tax treatment and risks of the secured pension option, of the unsecured pension option, of phased retirement and of the alternatively secured pension; critical yield and how it relates to income withdrawal; benefits available due to ill health; state retirement benefits; and issues relating to pension advice.
We provide learning resources and materials for the J05 exam listed below. Simply click on any item you are interested in to find out further information.
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Free J05 mock exam questions plus 3 full sets of 15 questions each to purchase. Our answers include cross references to the CII study text. These are written by Brand Financial Training in the same style as the CII's papers, but they are not duplicates of the CII's mock papers. |
"I have purchased your three mock papers for J04. Very impressed - clear answers and I like the learning point at the end. An excellent product." Peter Godfrey (talking about J04) |
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CII J05 Exam Calculation Workbook Focussing on the calculations within the exam, the calcluation workbook provides nearly 40 pages of calculation questions and provides full step-by-step answers and learning points covering the J05 syllabus. |
"Thank you for the valuable help that you gave me to complete my DipPFS through your excellent J04 Calculation Workbook." Ken Jones, IFA, Keystone Retirement Solutions, Criccieth, North Wales (talking about J04) |
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