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RO4 - Pensions And Retirement Planning

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

By: Ruairi Dennehy
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Decks in this class (11)

Chapter 1 - Context Of Pension Planning
What were the 3 old state pension...,
Db benefits are based off 3 thing...,
4 ways a dc scheme may choose to ...
10  cards
Chapter 2 - HMRC Tax Regime
Can non relevant uk individuals m...,
What is the max contribution elig...,
Tax relief is awarded via which t...
27  cards
Chapter 3 - Benefits, Reliefs And Overseas Schemes
When must the pcls payment be made,
What is the ufpls,
What are the two ways registered ...
15  cards
Chapter 4 - Pensions Regulation
Why was the pensions regulator tp...,
3 key responsibilities of tpr,
What are tpr s three categories o...
29  cards
Chapter 5 - Defined Benefit Schemes
How could additional voluntary co...,
What two acts must trustees of a ...,
What is a bridging pension
24  cards
Chapter 6 - Defined Contribution Schemes
What are the 6 main types of dc p...,
What is a statutory money purchas...,
What is the main difference betwe...
12  cards
Chapter 7 - Secured Pension Options
Name 3 requirements of small pots,
Name 4 conditions for a lump sum ...,
What are the two occasions when a...
11  cards
Chapter 8 - Flexible Income Options
Is taking the uncrystallised fund...,
If a member has protected lump su...,
When did capped drawdown close to...
11  cards
Chapter 9 - State Schemes & An Indicidual’s Pension Planning
How much is a single persons basi...,
What are the three additional sta...,
To obtain full state pension an i...
14  cards
Chapter 10 - Retirement Planning Considerations
What is a lifestyle fund,
What is a target date fund,
What are the 3 types of nest reti...
9  cards
Other Facts
Do you include someone s bonus in...,
How do you work out max total ann...,
What is the minimum employer cont...
6  cards

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RO4 - Pensions And Retirement Planning

  • Class purpose General learning

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