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Peter Ffoulkes
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Decks in this class (10)
Unit 1 - Context of pensions planning
In recent years the fastest popul...,
Paul reached his state pension ag...,
Millicent is about to retire and ...
21
cards
Unit 2 - HMRC tax regime: contributions and allowances
Blank 1
1
cards
Unit 3 - 3 HMRC tax regime: benefits, reliefs and overseas schemes
Blank 1
1
cards
Unit 4 - Pensions Regulation
What are the main objectives of t...,
What are the main responsibilitie...,
What are tpr s 3 main powers 3
39
cards
5 Defined benefit schemes
What is a hybrid db scheme with m...,
For db schemes who holds the prop...,
What is a bridging pension 3
48
cards
6. Defined Contrtibution Schemes
What is a retirement annuity cont...,
What is an executive pension plan...,
Who are ssas s intended for and h...
48
cards
7 - Secured Pension Benefits
What are the main options for peo...,
Up to how much in a pension would...,
How many small pots payments can ...
32
cards
8 - Flexible Income Options
What is an uncrystallised funds p...,
When can a member take an ufpls 2,
Are there limits to how many ufpl...
57
cards
9 State schemes and an individual’s pension planning
What type of pension are peple en...,
How much is the max rate of bsp a...,
How many years of nic contributio...
48
cards
10 Retirement planning considerations
What is the difference between ac...,
Name 2 factors which advisers nee...,
What are some of the unknowns whe...
10
cards
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R04
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R04
- 13 decks
- 275 flashcards
- 24 learners
Decks:
Chapter 1 Context Of Pensions Planning, Exam Extras, Chapter 10 Retirement Planning Considera, And more!
CII - R04
- 7 decks
- 346 flashcards
- 227 learners
Decks:
1 Context, 2 Hmrc Regime, 3 Pensions Regulation, And more!
R04 - Questions
- 11 decks
- 596 flashcards
- 4 learners
Decks:
Chapter 1 Context Of Pensions Planning, Chapter 2 Hmrc Tax Regime Contributions, Chapter 3 Hmrc Tax Regime Benefits Relie, And more!
