Core Unit 4 - Pathways Learner Support Materials

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

Study Text for 2026 Exams

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

Study Text for 2027 Exams

Core Unit 4 -Financing & Investing for Retirement Provision Study Text - 2027.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