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R05
Financial
protection
2019–20 Study text
email: studying316@gmail.com
email: studying316@gmail.com
Financial
protection
R05 Study text: 2019–20
2019–
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Updates and amendments to this study text
This edition is based on the 2019/20 tax year and examination syllabus which will be
examined from 1 September 2019 until 31 August 2020.
Any changes to the exam or syllabus, and any updates to the content of this study text, will
be posted online so that you have access to the latest information. You will be notified via
email when an update has been published. To view updates:
1.
2.
3.
Visit www.cii.co.uk/learning/qualifications
Select the appropriate qualification
Select your unit on the right hand side of the page
Under ‘Unit updates’, examination changes and the testing position are shown under
‘Qualifications update’; study text updates are shown under ‘Learning solutions update’.
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© The Chartered Insurance Institute 2019
All rights reserved. Material included in this publication is copyright and may not be reproduced in whole or
in part including photocopying or recording, for any purpose without the written permission of the
copyright holder. Such written permission must also be obtained before any part of this publication is stored
in a retrieval system of any nature. This publication is supplied for study by the original purchaser only and
must not be sold, lent, hired or given to anyone else.
Every attempt has been made to ensure the accuracy of this publication. However, no liability can be
accepted for any loss incurred in any way whatsoever by any person relying solely on the information
contained within it. The publication has been produced solely for the purpose of examination and should not
be taken as definitive of the legal position. Specific advice should always be obtained before undertaking
any investments.
Print edition ISBN: 978 1 78642 657 4
Electronic edition ISBN: 978 1 78642 658 1
This revised and updated edition printed in 2019
The authors
We gratefully acknowledge the contributions of the following to the production of this study text:
Fortica
Andy Couchman
Ron Wheatcroft
The CII would like to thank the authors and reviewers of other CII study texts in respect of any material
drawn upon in the production of this study text, in particular study text CF3.
While every effort has been made to trace the owners of copyright material, we regret that this may not
have been possible in every instance and welcome any information that would enable us to do so.
Unless otherwise stated, the authors have drawn material attributed to other sources from lectures,
conferences, or private communications.
Updater for this edition
Jon Dunckley, BSc (Hons), ACII, CFP, FPFS.
Reviewer for this edition
Ron Wheatcroft, FCII, Chartered Insurer.
Typesetting, page make-up and editorial services CII Learning Solutions.
Printed and collated in Great Britain.
This paper has been manufactured using raw materials harvested from certified sources or
controlled wood sources.
®
MIX
Paper from
responsible sources
FSC
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C020438
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3
Using this study text
Welcome to the
R05 Financial protection
study text which is designed to support the
R05:
R05 syllabus, a copy of which is included in the next section.
Please note that in order to create a logical and effective study path, the contents of this
study text do not necessarily mirror the order of the syllabus, which forms the basis of the
assessment. To assist you in your learning we have followed the syllabus with a table that
indicates where each syllabus learning outcome is covered in the study text. These are also
listed on the first page of each chapter.
Each chapter also has stated learning objectives to help you further assess your progress
in understanding the topics covered.
Contained within the study text are a number of features which we hope will enhance
your study:
Activities
reinforces learning through
Activities:
practical exercises.
Be aware
draws attention to
aware:
important points or areas that may
need further clarification or
consideration.
Learning points
provide clear
points:
direction to assist with understanding
of a key topic.
Refer to:
Refer to
located in the margin,
to:
extracts from other CII study texts,
which provide valuable information on
or background to the topic. The
sections referred to are available for
you to view and download on
RevisionMate.
Reinforce
encourages you to revisit a
Reinforce:
point
previously
learned in the course
to embed understanding.
Revision questions
to test your recall
questions:
of topics.
Case studies
short scenarios that will
studies:
test your understanding of what you
have read in a real life context.
Consider this
stimulating thought
this:
around points made in the text for
which there is no absolute right or
wrong answer.
Examples
provide practical
Examples:
illustrations of points made in the text.
Key points
act as a memory jogger at
points:
the end of each chapter.
Sources/quotations
cast further light
Sources/quotations:
on the subject from industry sources.
Think back to
located in the margin,
to:
highlights areas of assumed knowledge
that you might find helpful to revisit.
The sections referred to are available
for you to view and download on
RevisionMate.
Useful websites
introduce you to
websites:
other information sources that help to
supplement the text.
Think
back to:
Key terms
introduce the key
terms:
concepts and specialist terms covered
in each chapter.
At the end of every chapter there is also a set of self-test questions that you should use to
check your knowledge and understanding of what you have just studied. Compare your
answers with those given at the back of the book.
By referring back to the learning outcomes after you have completed your study of each
chapter and attempting the end of chapter self-test questions, you will be able to assess
your progress and identify any areas that you may need to revisit.
Not all features appear in every study text.
Note
Website references correct at the time of publication.

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