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Nick Tock
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Decks in this class (23)
Fact Find Questions
Additional information needed to ...,
Additional info needed maximise e...,
Additional info needed providing ...
7
cards
Care Fees
Explain why jane should consider ...
1
cards
Lifestyle And Target Dated Funds
Explain why employer scheme balan...,
Explain how target sate funds wor...
2
cards
Withdrawal Options From Janes SIPP
Identity the options jane has for...
1
cards
Cashflow Modelling
A,
A,
Drawbacks risks of using cash flo...
4
cards
Daniels 50k
Explain the iht position if they ...,
Financial planning issues if the ...,
Why 50k should come from deposit
3
cards
Investment Bond
Evaluate the tax efficiency and s...
1
cards
Non Pension Assets
Outline factors to consider when ...,
Benefits of using a platform for ...,
Bens of using a dfm 6
4
cards
DGT
Potential bens for n j using dgt 12,
Potential drawbacks of using dgt 10
2
cards
DB Scheme
6 benefits of transferring to a fad,
6 drawbacks of transferring db to...,
Impact if db scheme enters the ppf
4
cards
Cash
Explain why you would recommend n...
1
cards
IT and CGT
Explain how nick s ut can be used...
1
cards
Review - General Questions To Ask
Issues to cover at a review
1
cards
Fees
Hourly fees bens,
Hourly fees drawbacks,
Fund based fees bens
4
cards
Health And Welfare LPA
Explain the circumstances in whic...,
Explain why you have recommended ...
2
cards
Duties And Responsibilities
Duties and responsibilities of a ...,
Duties and responsibilities of ex...,
Duties and responsibilities of an...
3
cards
Next Review Meeting
Identify 6 issues to discuss at n...,
Identify 8 issues to consider at ...,
Identify 7 issues and adviser sho...
5
cards
Risk
Risks associated with nicks europ...,
Key risks associated with cash ho...
2
cards
Benefits Of Advice
Benefits of financial adviser,
Benefits of regular reviews
2
cards
Pension
Key benefits for jane increasing ...,
Benefits of nick transferring db ...,
Drawbacks of nick transferring db...
5
cards
Protection
Benefits of nick accepting employ...,
Drawbacks of nick accepting emplo...,
Benefits to nick of employer pmi 5
6
cards
Diversification
Factors to consider to ensure div...
1
cards
Recomend And Justify
R j suitable life policy to cover...,
Drawbacks of wol
2
cards
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AF5 Oct 18
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