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Pensions Update Programme R08 to remain open until at least August 2017

Since the Government rewrote the rule book on pensions practice, some 7,000 Financial Planners, Paraplanners and people in related roles have enrolled for the CII's Pensions Update Programme, R08. And over half of these have already passed the exam.

Because of the R08's continued popularity and relevance to those wanting to develop and test their knowledge of pension reforms, the unit will remain available until at least 31 August 2017.

2016/17 enrolments open in July

Enrolments for the 2016/17 tax year and testing period will open in July, with exams running from 01 September 2016 to 31 August 2017.

Current enrolments, based on the 2015/16 tax year and testing period, run until 31 August. During July, 2015/16 enrolees yet to pass the exam will have the option to extend their enrolment and update their study text to the 2016/17 edition, for a reduced fee (£32 for members and £42 for non-members).

What R08 covers

The R08 Pensions Update Programme covers:

  • changes to the HMRC tax regime introduced by the Taxation of Pensions Act 2014;
  • new legislative, reporting and compliance requirements arising from the pension reforms;
  • developments in pension provision;
  • changes in the rules for members transferring their benefits;
  • changes to pension income options;
  • changes being made to State pension provision from 06 April 2016; and
  • key factors when advising a client how to derive a retirement income.

To enrol or to find out more click here