R04 Course - Pensions and Retirement Planning (CII Level 4) | Day 1, 29th Sep 2025

WHAT WE DO:

Our R04 course is tailored to help candidates succeed in the CII Level 4 Diploma module on Pensions and Retirement Planning. This training course guides you through a question bank that mirrors the structure and difficulty of the actual CII exam, ensuring a solid grasp of the CII syllabus and helping you to pass the R04 exam.

WHY CHOOSE OUR R04 COURSE:

• Two ½-day sessions split by learning outcome for better study.
• Up to 50 mock questions created, as per the CII level of difficulty, and mapped directly to CII learning outcomes.
• Tutor-led walkthrough of each question with in-depth explanations.

WHAT DOES A COURSE INCLUDE

• The R04 syllabus consists of 8 Learning Outcomes, so the course is split into two half-day sessions for focus:
  • Day 1: Learning Outcomes 1–4
  • Day 2: Learning Outcomes 5–8
• The half-day sessions can be purchased individually or together.
• Each half-day features a LIVE ONLINE, tutor-led session guiding you through questions linked to the respective learning outcomes, with an emphasis on understanding the logic and context behind the correct answers.

LEARNING OUTCOMES

R04 – Pensions and Retirement Planning

Day 1

• LO1: Understand the political, economic and social environment factors which provide the context for pensions planning
• LO2: Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning
• LO3: Understand the relevant aspects of pensions law and regulation to pensions planning
• LO4: Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning

Day 2

• LO5: Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning
• LO6: Analyse the options and factors to consider for drawing pension benefits
• LO7: Explain the structure, relevance and application of State Schemes to an individual’s pension planning
• LO8: Evaluate the aims and objectives of retirement planning, including the relevant investment issues

HOW DOES IT WORK?

• Choose which R04 session dates (Day 1 & Day 2) you want to attend.
• Attend the LIVE ONLINE half-day sessions via Microsoft Teams
• Review key concepts and test your knowledge through guided question practice.

SESSION DATES:

OUR TUTOR:

Dean Scott FPFS, a Senior Training Consultant within the Financial Services Sector with proven expertise in providing training leadership to a portfolio of major corporate clients.

HOW TO REGISTER:

• Select which course of R04 you wish to attend and choose the respective dates.
• Place your order.

*Please note that all courses are subject to availability and course dates may be adjusted due to unforeseen circumstances.