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RO4 Pensions And Retirement

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

By: Jacques Sheppard
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Decks in this class (16)

Context For Pension Planning
How are defined contribution sche...,
What legacy state pension schemes...,
What reasons for people not save ...
13  cards
Pensions Law And Regulations
What pensions do the pensions reg...,
How do the pensions regulator app...,
What are the powers of the pensio...
83  cards
State Pension
What is the maximum state pension...,
What did the old state pension co...,
Who could receive the old basic s...
30  cards
Contributions And Tax Relief
What is the intermediate rate in ...,
What is a relevant uk individual,
Who can only pay 3600 gross into ...
19  cards
The Annual Allowance
What is pension input and the rul...,
How is input worked out for db pe...,
When working out db input what sh...
14  cards
The Life Time Allowance
How are benefit crystallisation e...,
Under which circumstance was the ...,
For pensions that came into payme...
25  cards
Retirement Benefits
How would a 1 month basis be taxed,
What is small pot commutation app...,
What are the limits for small pot...
14  cards
Death Benefits
How are death benefits tested if ...,
How are death benefits tested if ...,
What is an annuity protection lum...
10  cards
Miscellaneous Aspects
How much and who pays an unauthor...,
How much is the unauthorised paym...,
Who pays the unauthorised payment...
18  cards
Defined Benefit Schemes
What are the forms of db pension,
How does the traditional db work,
What are the average accrual rate...
82  cards
Defined Contribution Schemes
What are the types of dc pensions,
Explain personal pension scheme,
Describe stakeholder pension
32  cards
Drawing Benfits
What is the legal age you can dra...,
How can a dc pension use a pensio...,
When can benefits under occupatio...
76  cards
Aims And Objectives Of Retirment Planning
What are the 3 major workplace e ...,
What strategies are there for lif...,
Who does lifestyle work well with
23  cards
Questions Wrongly Answered
108  cards
Formulas
Commutation factor max pcls,
Max scheme reduction,
Half scheme reduction
5  cards
Lump Sum Amounts
Lsdba,
Lsa,
Primary protection
3  cards

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RO4 Pensions And Retirement

  • Class purpose General learning

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RO4 Keys
  • 10 decks
  • 522 flashcards
  • 6 learners
Decks: 1 Background To Pensions, 2 Hmrc Tax Regime, 3 Pension Law Regulation, And more!
Pension
  • 8 decks
  • 39 flashcards
  • 1 learners
Decks: Pension Protection Fund, Basic Rules, State Pension, And more!
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