R05 Events

R05 Events
Share this Event

EVENT DETAILS

Our revision workshops focus on the highest-weighted learning outcomes. For R05, this means Learning Outcomes 3, 4 and 5. A BTS trainer will guide you through a focused, interactive day with other learners, helping you build exam technique, question-answering skills and confidence with the CII’s wording. R05 workshop dates are added throughout the year. If you can’t see a suitable date, get in touch to ask about other options. This is a 1-day workshop. The workshop starts with LO3 looking at the main state benefits and any changes that have happened to them. We then look at LO4 – types of life policies, such as term assurance, whole of life, and endowment policies and factors that influence how they are set up and policy features, benefits, and limitations, including how they meet different protection needs.  Moving on to the application of these products in real-life scenarios, such as family protection, mortgage repayment, and business continuity and touching on the underwriting and claims process. Under LO5, we look at the main taxes and how they are applied to life assurance and pensions-based policies, including understanding of income tax implications for certain policy payouts and potential IHT on death benefits.

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!

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 180-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.

Delivered on Teams. Places are limited.

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

Please be advised that these sessions may be recorded for internal training and quality purposes only. Recordings won’t be shared with attendees after the workshop, so live attendance is required.

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.

CHOOSE YOUR EVENT

Event Duration: 1 Day

R05 Events - R05 Workshop: Learning Outcomes 3, 4 and 5 | 28th July 2026

£110.00 (£132.00 inc. VAT)

09:30-16:30
Microsoft Teams
10 Seats left

R0 Workshop Events

AF Workshop Events

SIGN UP TO OUR MAILING LIST