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R06 July - Feedback and Discussion

andrew88andrew88 Member
in CPD & Exams
Hi Folks,

First time poster here so firstly hello!

I sat R06 today and wanted to do a post to gage other candidates thoughts.

The 6 week wait for results is likely to drive me insane so wanted to reach out to fellow candidates and perhaps share experiences and answers to questions.

I purchased the Brand Syllabus and thought it covered around 50% of the questions so unsure how I am feeling this evening.

It’s in the hands of the gods now I suppose!
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Comments

  • Contract2PermContract2Perm Member
    Hi Andrew,

    I took this exam yesterday.

    Will write more when home, not a big fan of Brand but CII book is rubbish.

    Did you prefer case study 1 or 2?
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  • WillCarterWillCarter Member
    Sat this in Manchester yesterday, used the Wizard expected solution materials.

    Felt it went OK, I think. Hoping exam technique was up to scratch. Trying not to think about it but feels like a long wait now!
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  • thomas12993thomas12993 Member

    Likewise I sat the test on Monday.

    Tbh I feel it went well and the Brand study material was pretty much on point.

    I preferred Case Study 1.

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  • andrew88andrew88 Member
    Hi folks,

    Thanks for your thoughts.

    I was more of a fan of paper 2. The very generous question about Annuity’s was pleasing!.

    I’m a bit worried about the way I structured my responses as well. The Lifetime Isa I documented predominantly facts about it as opposed to explaining why it won’t be suitable.

    The questions I remember if correct where:

    Explain why existing protection isn’t suitable

    What would you recommend for Mrs to benefit Mr

    Risks associated with s&s isa

    Benefits of lifetime annuity

    Benefits of upgrading wills

    Questions to ask prior to pension and savings advice

    Benefits of platform

    Explain and justify how to get things more tax efficient

    The process to follow for switching assets in previous pension

    Benefits of holding shares

    Anything else you guys can remember?
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  • WillCarterWillCarter Member
    edited July 2018
    There was a question on Loan Trusts and also on RNRB.
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  • andrew88andrew88 Member
    Yeah. RNRB I spoke about the features of it and I then done the IHT calculation with and without using the RNRB. Did you do similar?
    ‘The comment on the clients protection’ what did you write?
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