Questions Wrongly Answered Flashcards
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0.05
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10
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£1,500,000 × 0.10 x 0.25= 37,500
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25
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28
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5%
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32
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33
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Must be 1% above average
34
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Annuity and be phased.
Purchase of lifetime annuity does not trigger MPAA. Taking payment from a flexible anuinty does
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37
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48
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50
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Appropriate pension transfer analysis
Pension transfer specialist
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60
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64
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68
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69
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70
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71
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Multiple
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72
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73
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74
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75
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91 days
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77
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Relevant historic scheme or external date
Factors specific to scheme membership profile
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80
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84
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85
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86
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87
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88
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89
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It actually reduces estate for IHT
90
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Maximum tax is on IHT
91
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92
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93
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Insoventcy
94
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It’s asking for max loan. So add already loaned back in
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96
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97
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98
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99
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100
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20 single not monthly
Can and often will take transfers from DBs
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102
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103
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104
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108
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