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
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• Corrections to typographical errors
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Q39 – Carol partially retired in July 2025, crystallising some of her defined contribution pension benefits into flexi-access drawdown from which she has been making withdrawals. Carol has been contributing £2,500 monthly to a personal pension plan for the last fifteen years. She now wishes to make an additional £15,000 single gross premium into this plan. What rules apply to her use of carry forward of the annual allowance (AA) and money purchase annual allowance (MPAA)?
The question has been modified to clarify exactly what is required.
Answer A is now correct: Carry forward in relation to both the AA and MPAA cannot be used by Carol.
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.
