Below you can find the latest updates to our learning resources. We recommend checking this section regularly to stay informed of any changes. Updates may arise from:
• Revisions to the exam syllabus
• Amendments to the relevant CII study texts that directly impact our materials
• Corrections to typographical errors
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There are currently no 2026/27 updates to display.
The FSCS protection limit was incorrectly reported as £85,000. The correct amount is £120,000.
This affects chapters 2, 7 and 8 in the study guide.
The PTM levy on any transactions made on a London-based exchange over and above £10,000 was quoted as £1.00 but the correct figure is £1.50.
The FSCS protection limit was incorrectly reported as £85,000. The correct amount is £120,000.
This affects chapter 2 in the study guide.
Activity 8.2
Q3 – Inspection changed to inception as original was an error.
Question 53: Joe has an estate in excess of £2,000,000 and has set up a life assurance policy. The MAIN advantage of this policy is likely to be that…
The correct answer should have been option B: the policy, if placed in trust, provides protection against inheritance tax (IHT).
Question 66: Under a personal, accident and sickness (PAS) policy the deferred period before any payment will be made is usually…
The correct answer should have been option A: 1 month.
Question 170: How much Stamp Duty Reserve Tax will be paid on a direct purchase of £10,000 in Alternative Investment Market (AIM) shares?
The correct answer should have been option B: more on occupation and more on health.
Question 190: Any gain created from the sale of an investment bond could be subject to which of the following taxes?
The correct answer should have been option A: Income tax.
Question 227: Janine has died pre-crystallisation, aged 52, leaving a defined contribution (DC) pension fund of £1,155,000. Her lump sum death benefits, if paid out immediately, will be…
The correct answer should have been option C: subject to a lifetime allowance charge on any excess above Janine’s lifetime allowance.
Question 277: A client is a member of a 1/60th defined benefit (DB) occupational pension scheme. They have 25 years’ service and an £60,000 final salary when they reach retirement. This member will be entitled to an annual pension of…
The correct answer should have been option A: £25,000
Question 289: Fred, Paul and Eric have each received £800 in interest from their bank savings accounts. It is the only savings income they have received this tax year. If Fred is a basic rate, Paul a higher rate and Eric an additional rate tax payer which of the following statements will be correct?
The correct answer should have been option B: Fred will not have an income tax liability on the interest.
Question 91: Octavian is considering taking out both an income protection insurance (IPI) and life assurance policy. In terms of the IPI application form, questions asked are likely to have…
The correct answer should have been option A: 1 month.
The correct end-of-chapter coursework question has now been added to the digital study guide. PDF copy of the coursework question attached.
Stakeholder accounts – minimum age requirements
In the ‘short-term deposit-based products’ table on page 361 and example 7.5 on page 362.ort-term deposit-based products’ table on page 361 and example 7.5 on page 362, we had incorrectly stated that there was a minimum age requirement to open a stakeholder product. This is incorrect. There is no minimum age for any stakeholder account, whether it be a cash account or a pension, it’s just that under the age of 16 it needs to be opened by a parent or a guardian.
Clarification regarding Onshore Bond taxation
Chapter 2.2.6b and example 2.14. See attached for revised paragraph and example.
Question 274 – Which of the following customers are fully covered by the Financial Services Compensation Scheme (FSCS) protection?
We had previously marked answers A and B only as being correct, however under the the new higher £120,000 FSCS limit which came into effect in December 2025, ALL the answers are correct.
Keeping your study materials up to date is essential for exam success.
To ensure you are working with the most accurate resources, we recommend checking this page regularly. Here you will find updates that directly affect your study materials, helping you stay aligned with the latest requirements
Updates to your study materials are published directly on the CII website at www.cii.co.uk. To locate them, select your exam unit and look for the “Unit Updates” section displayed in the right‑hand column. We recommend reviewing both the “Learning Solutions Update” and “Qualification Update” headings to ensure you are working with the most current information.
