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Scott Wilson
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Decks in this class (22)
Documents
What documents should the adviser...,
What is contained within the kfd,
What is contained with the illius...
11
cards
Client Recommendations
Mnemonics for client recommendations,
Why review investments at least a...,
Factors to consider at annual review
14
cards
Long Term Care products
How does an immediate needs polic...,
What are the advantages of immedi...,
What is the difference between a ...
20
cards
Retirement Needs
Features of a db scheme pension,
What is a pension increase exchange,
What is a bridging pension
8
cards
Employed/self Employed
What is in outside of ir35 rules,
What was the aim of ir35,
4x advantages 4x disadvantages of...
5
cards
Mortgages
Questions if moving to new house ...,
Describe joint tenancy 2,
Describe tenants in common 2
22
cards
Protection Products
Areas to comment on protection co...,
What is level term assurance,
What is decreasing term assurance
67
cards
Investments
What are the four investment classes,
What checks do you need to make r...,
Whats risks are gilts exposed to 3
56
cards
Providing financial advise
What is the 6 steps of iso 22222,
Under establishing the relationsh...,
What would you do under setting g...
50
cards
Gathering Client data/setting goals and Expectations
What checks must be done to know ...,
When obtained client info what is...,
When synthesizing the clients inf...
16
cards
Debt
What are the debt management opti...,
What is the pecking order for ass...,
Why should atr count when conside...
6
cards
DWP Benefits
What are the dwp benefits availab...,
Describe child benefit,
Features of smi 5
13
cards
Pensions
How do you acquire a state pensio...,
How do you ensure your pension sa...,
What is the purpose of a dc schem...
54
cards
Savings Polcicies
What is an endowment plan,
Describe a lisa,
Describe a jisa 6
6
cards
Tax planning
What is the srb,
What is the dividend allowance rates,
What is the marriage allowance
33
cards
Estate planning
What are the 11 steps of estate p...,
What is the purpose of a will 2,
What are the 5 requirements of a ...
32
cards
Fact Find
Areas to probe for financial secu...,
Questions to ask regarding pensio...,
How do you measure atr in relatio...
20
cards
Calculations
6 steps of the income tax calcula...,
Spell out the 7 stages of capital...,
What are the five stages of calcu...
3
cards
Risk
Name the 11 types of risk,
How do you counter market risk 2,
How do you counter inflation risk
9
cards
University fees
Factors regarding funding univers...
1
cards
Trusts
Describe the three parties to a t...,
Describe a bare trust 6,
Describe a discretionary trust 9
12
cards
Exam
Describe discretionary fund manag...,
Advantages disadvantages of advis...,
Factors to consider at next annua...
124
cards
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R06 CII June
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