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James Coldwell
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Decks in this class (13)
Chapter 1 - Context Of Pensions Planning
Role of government developments 1,
Role of government developments c...,
Role of government challenges 3
14
cards
Exam Extras
Stat money purchase illustrations...,
Working out income to establish p...,
Short service refund charges and ...
17
cards
Chapter 10 - Retirement Planning Considerations
Accumulating pension funds review...,
Asset allocation cash suitable fo...,
Asset allocation equities suitabl...
16
cards
Chapter 9 - State Schemes
Spa pre 04 16 entitled to what bs...,
Spa reached pre 04 16 additional ...,
Spa reached post 04 16 new state ...
11
cards
Chapter 8 - Flexible Income Options
Ufpls if paid out no longer what ...,
Drawdown capped when opened max l...,
Capped review procedure when is t...
13
cards
Chapter 7 - Secured Pension Options
Small pots payments rules that ap...,
Trivial commutation by member ben...,
Tclsdb where can this be paid 2 t...
16
cards
Chapter 6 - Defined Contribution Schemes
Personal stakeholder pensions how...,
Occupational dc schemes work same...,
Targeted money purchase schemes w...
18
cards
Chapter 5 - Defined Benefit Schemes
Hybrids and other scheme variatio...,
Defined cash schemes how are bens...,
Topping up db schemes how can the...
38
cards
Chapter 4 - Pensions Regulation
Pcls and primary protection how t...,
Role of the pensions regulator es...,
Tpr and gathering information why...
36
cards
Chapter 2 - HMRC Tax Regime: Contributions & Annual and Lifetime Allowances
Individual contributions to pensi...,
Provision of tax relief amount el...,
Provision for tax relief relief a...
34
cards
Chapter 3 - HMRC Tax Regime: Benefits, Reliefs & Overseas Schemes
Early payment of benefits on ill ...,
Footballers and pension what can ...,
Lump sums pcls tfc available when...
35
cards
Chapter 2&3 Quick Rerun
Salary sacrifice advantages 6 tak...,
Recycling the pcls overview hmrc ...,
Other exclusions from total pensi...
13
cards
Chapter 5 Rerun
Topping up db pens in house avcs ...,
Employers contribution costs depe...,
Stat gmp escalation reaching spa ...
14
cards
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R04
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CII - R04
- 7 decks
- 346 flashcards
- 213 learners
Decks:
1 Context, 2 Hmrc Regime, 3 Pensions Regulation, And more!
R04 - Questions
- 11 decks
- 596 flashcards
- 3 learners
Decks:
Chapter 1 Context Of Pensions Planning, Chapter 2 Hmrc Tax Regime Contributions, Chapter 3 Hmrc Tax Regime Benefits Relie, And more!
R04
- 10 decks
- 560 flashcards
- 1 learners
Decks:
Chapter 1 A Background To Pension Planni, Chapter 2 Hmrc Tax Regime 10 Marks, Chapter 3 6 8marks Pensions Law And Regu, And more!
