Flashcards

1
Q

When must a scheme administrator submit an event report to HMRC after a reportable event

A

By 31 January following the tax year in which the reportable event occurred.

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2
Q

When should a client get a KFI and KFD

A

Normally before the proposal form is completed.

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3
Q

Which body will members of occupational pension initially involve in any disputes with the pension scheme trustees

A

The Moeney and Pensions Service (MaPS)

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4
Q

What does the Money and Pensions Service do

A

they provide help and advice to members of the public on matters relating to private pensions - occupational or personal.

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