R04 Printed Study Guide

R04 Pensions and retirement planning – Printed Study Guide 2024-25

£130.00

Buy Now
Share this Product
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 via your PC or mobile by logging into your BTS account. You will find your purchased digital study guides in My Account – My Courses 

 

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 – R06 Exam Preparation Workshop | 19th & 20th September 2024

2 day event

The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies and includes access to the case study analysis e-Learning module. Access to the R06 case study analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£400 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£316.67 +VAT
LUTON & HERTS MEMBER COST:£358.33 +VAT

£400.00 (£480.00 inc. VAT)

22 in stock

Buy Now

Event Information

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

What is the BTS R06 workshop like? The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies. BTS will have analysed the case studies prior to the workshop, and the workshop days will involve working through model questions and answers to practice key R06 exam techniques and technical knowledge. You will have the opportunity to ask and discuss questions in a group forum as well, to prepare for the R06 exam sitting as much as possible. R06 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.

How to Use

The workshop is ideal preparation in the lead up to your R06 exam sitting.

What makes the R06 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!).

Access to the R06 case study analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately. Access to the R06 case study analysis for the previous exam sitting (for past paper practise) will be provided when your booking has been confirmed. The BTS analysis for your sitting will then be automatically added to your account within four days of the release of the case studies.

You’ll also be able to continue your conversations with your fellow R06 candidates in our student-led forums. Login to your BTS account and head over to the Careers Zone to access our forums.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

Delivery | Access

Delivered on Zoom. Places are limited.

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

Access to the R06 case study analysis for the previous exam sitting will be provided when your booking has been confirmed.

The BTS analysis for your sitting will then be automatically added to your account within four days of the release of the case studies.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

 

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 – R06 Exam Preparation Workshop | 17th & 18th September 2024

2 day event

The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies and includes access to the case study analysis e-Learning module. Access to the R06 case study analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately.
LOCATION:Online Zoom
START/END TIME:09:30-16:30
STANDARD COST:£400 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£316.67 +VAT
LUTON & HERTS MEMBER COST:£358.33 +VAT

£400.00 (£480.00 inc. VAT)

24 in stock

Buy Now

Event Information

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

What is the BTS R06 workshop like? The workshop concentrates on the key technical knowledge and exam techniques that are essential for an R06 exam pass. The workshop is scheduled for the week following the release of the R06 exam case studies. BTS will have analysed the case studies prior to the workshop, and the workshop days will involve working through model questions and answers to practice key R06 exam techniques and technical knowledge. You will have the opportunity to ask and discuss questions in a group forum as well, to prepare for the R06 exam sitting as much as possible. R06 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.

How to Use

The workshop is ideal preparation in the lead up to your R06 exam sitting.

What makes the R06 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!).

Access to the R06 case study analysis e-Learning module is included in the workshop fee, so workshop attendees don’t need to purchase the e-Learning separately. Access to the R06 case study analysis for the previous exam sitting (for past paper practise) will be provided when your booking has been confirmed. The BTS analysis for your sitting will then be automatically added to your account within four days of the release of the case studies.

You’ll also be able to continue your conversations with your fellow R06 candidates in our student-led forums. Login to your BTS account and head over to the Careers Zone to access our forums.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

Delivery | Access

Delivered on Zoom. Places are limited.

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

Access to the R06 case study analysis for the previous exam sitting will be provided when your booking has been confirmed.

The BTS analysis for your sitting will then be automatically added to your account within four days of the release of the case studies.

 

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this workshop. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £50 to £100 (depending on the institute). Subsidised spaces are available on a first come, first served basis.

Luton & Hertfordshire members – £50 off the full workshop cost.

Leicester, Nottingham and Northampton members – £100 off the full workshop cost.

 

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 – AF4 Coaching Support Programme | October 2024 Sitting

Programme of dates

The AF4 Coaching Support Programme is scheduled in the weeks leading up to the AF4 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 
LOCATION:Online Zoom
START/END TIME:---
STANDARD COST:£650 + VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:£566.66 +VAT
LUTON & HERTS MEMBER COST:£566.66 +VAT

£650.00 (£780.00 inc. VAT)

Buy Now

Event Information

The AF4 Coaching Support Programme is scheduled in the weeks leading up to the AF4 exam sitting, this structured programme aims to give you the best chance of achieving success in this challenging unit. 

Watch the recorded videos:  Five pre-recorded webinars, released at timed intervals to develop your understanding of key topics; economic environment, direct investments, collective investments, company performance, and risks and returns, investment portfolio management and advice process.

Live trainer-led webinars:  Five 1-hour webinars held at 17:45 on 16th July, 30th July, 13th August, 27th August, and 10th September, scheduled one week after each recorded video. Join our AF4 trainer for some live practice of the types of questions which can be asked in an AF4 exam.

Live workshop days: Two Zoom workshop days held on 12th & 19th September, scheduled at the end of the course will consolidate your learning.

Ask the trainer: BTS also offer further “Ask the Trainer” support, available in the BTS forums.

* BTS strongly recommend you using the BTS study guide, this is not included in the programme and can be purchased separately.

PFS subsidy available: The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this programme. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £100 off the full cost. Subsidised spaces are available on a first come, first served basis. Maximum of four/five subsidised spaces available depending on the institute.

How to Use

Are you planning to take the AF4 exam in September but feeling unsure about where to begin?

Our comprehensive course is designed to cater to all learning styles and follows the BTS’ Read Watch Practise approach. This structured course aims to give you the best chance of achieving success in this challenging unit.

Whilst you read through the BTS Study Guide chapters, we will provide you with five recorded webinars to further enhance your understanding. Additionally, we understand the importance of putting your knowledge into practice. Therefore, a week after each recording, we will host a live webinar where you can practice answering different types of questions that may appear in the AF4 exam.

To consolidate your learning, we have included two workshop days at the end of the course. Furthermore, you will have access to trainer support through the BTS forums, and all recordings will be available to you until your exam date.

We believe that those who prefer a more hands-on approach will greatly benefit from and even enjoy our AF4 Coaching Support programme. You will be amazed at what you learn by being part of this cohort and ‘having a go’ at the questions. Technical areas that may come up will be covered and revised, and group discussions around possible questions and answers will help a lot.

Delivery | Access

Delivered on Zoom. Places are limited.

Five recorded videos will be uploaded to your BTS dashboard in line with the programme schedule.

Following the release of each video, five one-hour Zoom webinars will be held on 16th July, 30th July, 13th August, 27th August, and 10th September, commencing at 17:45. Recordings will be made available after each event.

At the end of the course, two full day Zoom workshop dates will be held on 12th & 19th September, commencing at 09:30 sharp and finish by 16:30.

Digital materials including; slides, specimen questions and technical crib sheets will be shared with you after the workshop days.

PFS subsidy available:

The PFS local institutes of Luton & Hertfordshire and Leicester have offered subsidised places on this programme. If you are a member of the PFS Insurance Institute of Luton & Hertfordshire or Leicester, Nottingham and Northampton please contact us before booking your space to receive a discount link worth £100 off the full cost. Subsidised spaces are available on a first come, first served basis. Maximum of four/five subsidised spaces available depending on the institute.

Cancellation Policy:

The viability of the programme is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible & 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 programme, the cost of attending will be refunded in full.

EVENT TICKET – R06 Support Sessions | 2nd, 5th, 9th & 12th September 2024

4 day event

R06 Support Sessions: 2nd, 5th, 9th & 12th September 2024, 18.00-19.30 Candidates will receive 4 sessions over the two weeks prior to the case studies being released. Sessions will be delivered in a small group (max 6) via Zoom as per listed dates above. In the two weeks, you will work on four new case studies, each with a set of exam standard questions.  Candidates will need to complete these by a set date for the trainer to mark and provide personalised feedback and guidance. Following this programme will allow candidates to give their R06 studies some structure in the last couple of weeks before the real case studies are released. They’ll receive lots of constructive feedback and guidance in how to analyse the case studies and handle exam standard questions. Ideally candidates will have completed the BTS R06 Study Guide before attending this course.
LOCATION:Online Zoom
START/END TIME:18.00-19.30
STANDARD COST:£500 +VAT
LEICESTERSHIRE, NOTTINGHAMSHIRE & NORTHAMPTON MEMBER COST:N/A
LUTON & HERTS MEMBER COST:N/A

£500.00 (£600.00 inc. VAT)

5 in stock

Buy Now

Event Information

R06 Support Sessions: 2nd, 5th, 9th & 12th September 2024 What is involved in an R06 Support Session Candidates will receive 4 sessions over the two weeks prior to the case studies being released. Sessions will be delivered in a small group (max 6) via Zoom as per listed dates above. In the two weeks, you will work on four new case studies, each with a set of exam standard questions.  Candidates will need to complete these by a set date for the trainer to mark and provide personalised feedback and guidance. Following this programme will allow candidates to give their R06 studies some structure in the last couple of weeks before the real case studies are released. They’ll receive lots of constructive feedback and guidance in how to analyse the case studies and handle exam standard questions. Ideally candidates will have completed the BTS R06 Study Guide before attending this course.  

How to Use

Delivery | Access

Delivered on Zoom. Places are limited.

The session will commence at 18.00 sharp and finish by 19:30.

Cancellation Policy:

The viability of a sessions are 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 one week 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.

SIGN UP TO OUR MAILING LIST