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Pension and Retirement Planning (R04) - Revision Extra

This online Revision Extra course is designed to help you feel more prepared for your Pension and Retirement Planning (R04) exam.

Produced by the team at L&D Digital, the content is meticulously structured, featuring detailed videos across all relevant topics.

What’s included: 

  • Video support: over 70 videos (approximately 12 hours), tailored to, and completely covering the R04 syllabus.
  • Practice questions: 3 PDFs with practice questions and answers.

Access to the R04 Revision Extra on RevisionMate is available for 12 months from date of purchase. The course will be updated with any new content released during this period.

Please note:

  • This product is NOT included as part of the ‘R04 Enrolment Plus’ package.
  • The questions provided in Revision Extra (in PDF format) are not past papers. While questions are designed to check knowledge of the unit to assist with your learning, they are not a product of the same development process as the actual CII examination question bank and are not intended to be used as official mock exam questions.

This online Revision Extra course is designed to help you feel more prepared for your Pension and Retirement Planning (R04) exam.

Produced by the team at L&D Digital, the content is meticulously structured, featuring detailed videos across all relevant topics.

What’s included: 

  • Video support: over 70 videos (approximately 12 hours), tailored to, and completely covering the R04 syllabus.
  • Practice questions: 3 PDFs with practice questions and answers.

Access to the R04 Revision Extra on RevisionMate is available for 12 months from date of purchase. The course will be updated with any new content released during this period.

Please note:

  • This product is NOT included as part of the ‘R04 Enrolment Plus’ package.
  • The questions provided in Revision Extra (in PDF format) are not past papers. While questions are designed to check knowledge of the unit to assist with your learning, they are not a product of the same development process as the actual CII examination question bank and are not intended to be used as official mock exam questions.

Key Topics Covered: 

  • Taxation of Pension Schemes: Understanding how pension schemes are taxed. 
  • Pension Law & Regulation: Learning the legal framework governing pensions. 
  • Defined Benefit (DB) Schemes: Exploring the features and mechanics of DB schemes. 
  • Defined Contribution (DC) Schemes: Understanding the characteristics of DC schemes. 
  • Taxation of Pension Benefits: Analysing the taxation processes associated with pension benefits. 
  • State Schemes: Reviewing state pension schemes and their regulations. 
  • Planning Considerations: Gaining insights into strategic considerations for pension planning. 

How will I access my course?

Instructions on accessing your course on RevisionMate will be sent to your registered email address. This is typically within two working days of your order being placed, but may be longer, particularly if payment is made by bank transfer.

Are there any technical requirements for Revision Extra?

The videos are not downloadable and so require a web browser with an active internet connection to stream from the RevisionMate website. Due to content formatting, the course is best viewed on a tablet or larger screen size.

Minimum systems requirements:

  • Operating system: Windows/MacOS/Android/iOS devices.
  • Web browser: Latest versions of Edge/Safari/Firefox/Chrome.

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