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Later Life Planning 2017

This class was created by Brainscape user Elaine Milne. Visit their profile to learn more about the creator.

By: Elaine Milne
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Decks in this class (8)

Chapter 1 - Contributing to Pensions
Pension contributions,
Tax relief,
Ani
15  cards
Chapter 2 - HMRC Rules for Crystallisation Events
The lifetime allowance lta,
Benefit crystallisation events bces,
Benefits pre a day
27  cards
Chapter 3 - Transitional Relief and Protected PCLS
Transitional relief,
Primary protection,
Enhanced protection
7  cards
Chapter 4 - State Pensions and Pension Products
Basic state pension,
Earnings related schemes,
Single tier state pension from ap...
12  cards
Chapter 6 - Investment Advice Process
Providing advice,
Time,
Debt v investmentemergency funds ...
19  cards
Chapter 7 - Investment Risk
Types of risk,
Volatility riskif 2 shares have s...,
Correlation
3  cards
Chapter 8 - Asset Classes
Cash,
Types of cash,
Risk of cash
19  cards
Chapter 9 - Collective Investments
Isas,
Unit trusts,
Taxation of unit trusts
6  cards

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Later Life Planning 2017

  • Class purpose General learning

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