J05 Toolkit

J05 Toolkit

J05 Pension Income Options

The J05 Pension Income options unit is a level 4 exam suitable for paraplanners, technical consultants and those supporting financial planning processes. It also helps increase pensions knowledge for any candidate looking to also sit the advanced AF7 Pension Transfers or AF8 Retirement Income Planning.

The unit focusses on developing knowledge and understanding of pension crystallisation and the drawing of income via various options. It is a 2-hour exam comprising of written short answer questions. With a 2022 pass rate of 92%

The BTS approach to passing J05

BTS STEP Approach to Learning

The BTS resources provide a structured study path through the J05 syllabus, covering both the technical knowledge and exam technique required to achieve a pass.

We follow a simple model based on our proven STEP approach to planning your study: Study | Train | e-Learn | Practise

Below you will find an overview of the study support options that make up the BTS approach with details of how the BTS materials can be used to support your learning. 

You don’t need to use every element of the BTS approach, but we recommend starting by working through the BTS study guide. We don’t currently offer an e-Learning option for J05.

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Working through our study guide is the essential first step in your J05 Pension Income Options study plan.

The BTS J05 study guide is a complete replacement for the examining body textbook.

How is the BTS J05 study guide different?

The BTS J05 study guide follows a similar format to our well-loved R0 study guides.

The main study guide contains a logical breakdown of the syllabus and is packed full of examples, exercises and activities, all explained in an ‘adults in conversation’ fashion.

It guides candidates through exam-style questions and has loads of hints and tips to make passing this unit more achievable.

Available in a choice of printed or digital format.

Mind not made up? Order a free sample to try before you buy.

Study

The key to exam success is not just reading and learning technical information parrot fashion. 

You don’t need to purchase the examining body version of the text book – you can opt to sit the exam stand-alone by selecting ‘assessment only’ on the CII website and then order a BTS Study Guide instead.

Think of your BTS study guide as the first step on your very own revision track.

You’ll be able to check your progress throughout, using activities, practice questions and end of chapter tests.

As you work through each chapter, you will gradually cover the full J05 Pension Income Options syllabus and practise the required exam techniques through the use of:

  • example questions with explained answers
  • short answer questions to practise on
  • activities that test and embed learning
  • end of chapter summaries highlighting key learning points
  • a full specimen exam with explained answers

Our J05 study plan has been designed to encourage and support your planning as you work through the J05 unit.

BTS study plans show you how to:

  • break your unit of study down into manageable chunks, week by week
  • consider how much time to put into each chapter
  • think about what additional resources you might need to support your learning

To view the full BTS study plan for J05, you will need to create a free account on the BTS website. When you login you will have access to our Careers Zone, packed full of information and guidance to support your studies including study plans for every exam we support and online student-led forums so you can chat to others on the same journey.

Workshops are scheduled in the weeks leading up to each J05 exam sitting to enable you to focus your preparation on what the examiner is looking for. 

What is the BTS J05 workshop like?

The workshop concentrates on the key technical knowledge and exam techniques that are essential for an J05 exam pass.

The day refreshes some of the key technical areas examined on the paper, including a focuses on specimen exam questions with model answers so you can understand what the CII examiner is looking for.

You will have the opportunity to ask and discuss questions in a group forum as well, to prepare for the J05 exam sitting as much as possible.

J05 workshop dates are available for each sitting of the exam. If you can’t see a date that works for you, get in touch to ask about more options.

Train

The workshop is ideal preparation in the lead up to your J05 exam sitting.

What makes the J05 workshop so useful?

A workshop is a live online event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

After the workshop you will have 120-days access to a set of digital materials including a selection of technical crib sheets to organise your learning.

You’ll also be able to continue your conversations with your fellow J05 candidates in our student-led forums.

Login to your BTS account and head over to the Careers Zone to access our forums.

Our J05 study plan has been designed to encourage and support your planning as you work through the J05 unit.

BTS study plans show you how to:

  • break your unit of study down into manageable chunks, week by week
  • consider how much time to put into each chapter
  • think about what additional resources you might need to support your learning

To view the full BTS study plan for J05, you will need to create a free account on the BTS website. When you login you will have access to our Careers Zone, packed full of information and guidance to support your studies including study plans for every exam we support and online student-led forums so you can chat to others on the same journey.

Study Plans

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Student Forums

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What our customers say

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BTS AF7 Learner Journeys

Click on the profiles below to find out how recent BTS candidates achieved their AF7 success:
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