Core Unit 4

CORE UNIT 4 - FINANCING AND INVESTING FOR RETIREMENT PROVISION

The aim of this unit is to provide an overview of how employers and employees pay for workplace pensions and distinguishing between defined benefit and defined contribution arrangements and including an appreciation of:

• the factors which will influence the funding strategy, including the taxation regime 
• risk appreciation and management
• financial regulation
• accounting and tax issues
• investment, investment management, investment strategy and governance  

Manual for 2025 Exams 

CU4 - Financing and Investing for Retirement Provision manual.pdf

Manual for 2026 Exams 

Core Unit 4 -Financing & Investing for Retirement Provision Manual - 2026.pdf

Below are some example multiple-choice questions from this unit to help you prepare for the exam. Please note that these are for practice purposes only.

CU4 Sample Exam Questions.pdf