The J05 exam is based on the exam syllabus and is a RQF level 4 qualification. It is an exam used by candidates to increase their pension knowledge levels and help towards achieving their Chartered Financial Planner (CFP) status.
The aim of this pensions unit is to test your ability to answer questions in the time allowed, relating to the HMRC pension related rules, different pension income options, how they all work, and which type of client could potentially suit the different options available.
The J05 exam lasts for two hours, and all answers are typed. Candidates must watch their time-management, as it is easy to run out of time before completing all the exam questions. The exam is made up of 15 short answer questions covering all the different parts of the syllabus. The length of each question can vary considerably; from a couple of sentences to two or three paragraphs. In 2024, the national pass rate was 91%.
£170.83 (£205.00 inc. VAT)
A helpful ‘try before you buy’ resource!
We know that choosing study materials is a personal decision, so we’ve put together a sample pack of the BTS J05 study materials to help you choose the support that’s right for you.
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The J05 sample pack includes a taster of our:
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The Printed Study Guide Sample is provided as a PDF. You can view or print it as needed.
This is a 2 day event
This is a 2 day event
This is a 2 day event
This is a 2 day event