R04 Digital Study Guide

R04 Pensions and retirement planning – Digital Study Guide 2024-25 (120-DAYS ONLINE ACCESS ONLY)

£135.00

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Description
Working through our study guide is the essential first step in your R04 study plan.

The BTS R04 study guide is a complete replacement for the examining body textbook.

How is the BTS R04 study guide different?

Our study guides have been designed with learners in mind. We bring the subject matter to life by building up the key knowledge areas with you, using charts and visuals to paint pictures, making the syllabus as interesting as possible. It’s packed full of exam-relevant content, activities, exam style end of chapter questions plus a whole specimen exam.

This BTS R04 study guide is not a shortened version. If you are hoping for a 50 pages document that tells you everything you need to know to pass the exam, this is not for you (and no such document exists). What the BTS guide does contain is some brilliant ways of explaining the key pension concepts so you learn ‘bit by bit’.

The guide is written in an easier to understand format and to keep you going there’s a thread of BTS humour weaved throughout.

Available in a choice of printed or digital format.Mind not made up? Order a free sample to try before you buy.
How to Use

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

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 R04 syllabus and practise the required exam techniques through the use of:

  • example questions with explained answers
  • short-answer and multi-response 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

 

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.

Delivery / Access

BTS study guides are available in a choice of two formats: printed or digital. The content is the same for both versions, the choice depends on which works best for you.

Digital study guides are designed as an online interactive guide, perfect for people who learn best using on-screen interactive tools. They are fully optimised for mobile and tablet displays meaning you can study on the go. Digital study guides are not pdfs and are not printable or downloadable.

Digital study guides are available to access online for a 120-day subscription period. If you think you will need longer than 120 days to complete your study of the unit we advise you to choose the printed version instead.

Access your digital study materials online via your PC or mobile by logging into your BTS account and viewing your Dashboard.

 

Printed study guides are designed for people who learn best using physical, paper materials and like to highlight sections and make notes on their study materials.

Orders for printed study guides placed before 2pm Monday – Friday are processed and dispatched the same day. Delivery is by local courier and is usually within two working days of dispatch.

Delivery times may vary depending on the destination address.

 

Free samples of both formats are available in the shop, so you can ‘try before you buy’.

Upcoming Events

EVENT TICKET – R05 Revision Workshop | 10th October 2025

1 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£110 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:
LUTON & HERTS MEMBER COST:

£110.00 (£132.00 inc. VAT)

12 in stock

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R05 workshop like? The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus and the key knowledge areas for a first-time R05 pass such as the different protection products, how they work and any taxation implications. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R05 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies.

What makes the R05 workshop so useful?

A workshop is a live 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 revision materials which include:

slides from the workshop, a set of practice tests, technical revision sheets and a full specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R05 candidates in our student-led forums.

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

 

 

Delivery | Access

Delivered on Zoom. Places are limited.

The one-day workshop will be held on a Friday.

The day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

Cancellation Policy:

The viability of a workshop is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible and no later than two weeks prior to the start date.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the workshop, the cost of attending the workshop will be refunded in full.

EVENT TICKET – R05 Revision Workshop | 6th June 2025

1 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£110 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:
LUTON & HERTS MEMBER COST:

£110.00 (£132.00 inc. VAT)

12 in stock

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R05 workshop like? The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus and the key knowledge areas for a first-time R05 pass such as the different protection products, how they work and any taxation implications. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R05 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies.

What makes the R05 workshop so useful?

A workshop is a live 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 revision materials which include:

slides from the workshop, a set of practice tests, technical revision sheets and a full specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R05 candidates in our student-led forums.

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

 

 

Delivery | Access

Delivered on Zoom. Places are limited.

The one-day workshop will be held on a Friday.

The day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

Cancellation Policy:

The viability of a workshop is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible and no later than two weeks prior to the start date.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the workshop, the cost of attending the workshop will be refunded in full.

EVENT TICKET – R05 Revision Workshop | 7th March 2025

1 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£110 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:
LUTON & HERTS MEMBER COST:

£110.00 (£132.00 inc. VAT)

12 in stock

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R05 workshop like? The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R05 syllabus and the key knowledge areas for a first-time R05 pass such as the different protection products, how they work and any taxation implications. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R05 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies.

What makes the R05 workshop so useful?

A workshop is a live 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 revision materials which include:

slides from the workshop, a set of practice tests, technical revision sheets and a full specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R05 candidates in our student-led forums.

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

 

 

Delivery | Access

Delivered on Zoom. Places are limited.

The one-day workshop will be held on a Friday.

The day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

Cancellation Policy:

The viability of a workshop is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible and no later than two weeks prior to the start date.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the workshop, the cost of attending the workshop will be refunded in full.

EVENT TICKET – R04 Revision Workshop | 14th & 17th November 2025

2 day event

The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus.
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£220 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:
LUTON & HERTS MEMBER COST:

£220.00 (£264.00 inc. VAT)

12 in stock

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R04 workshop like? Our workshop consists of two fun-packed days led by a BTS trainer, plus the company of other candidates in the same position as you. The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R04 syllabus. With a subject as complex as R04 you need a facilitator that knows their stuff. BTS facilitators love pensions as a subject and are skilled at bringing key subjects to life through examples, visuals and exam style practice questions. Painting pictures is absolutely essential with pensions as your subject matter to ensure candidates both understand and can apply key concepts to exam style examples. You will also spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. R04 workshop dates are added to the events calendar throughout the year. If you can’t see a date that works for you, get in touch to ask about more options.

How to Use

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling a bit with all those pension rules!

What makes the R04 workshop so useful?

A workshop is a live 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 revision materials which include:

slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R04 candidates in our student-led forums.

 

 

Delivery | Access

Delivered on Zoom. Places are limited.

The two-day workshop will be held on a Friday and Monday.

Each day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

Cancellation Policy:

The viability of a workshop is based on minimum delegate numbers. If you need to cancel your space, please let us know in writing as soon as possible and no later than two weeks prior to the start date.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the workshop, the cost of attending the workshop will be refunded in full.

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