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Liam Duffy
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Decks in this class (10)
Pension Planning
How does the pension advice allow...,
What three key areas did the famr...,
Advice requirements outlined by s...
17
cards
Defined & Safeguarded Benefit Schemes
Explain the procedures involved i...,
Factors resulting in an increased...,
How would an increase in the infl...
37
cards
Transfer Process, Requirements and Timescales
What is the process for requestin...,
Prior to the transfer taking plac...,
Key points relevant to fca defini...
21
cards
Defined Contribution and Flexible Benefit Schemes
Features of sipps 6,
Key headings and features of sipp...,
How can sipp ssas contracts be us...
27
cards
Death Benefits
Name two bces where death benefit...,
Members death before 75 survivors...,
Scheme pension guarantee period a...
23
cards
Enhanced and Fixed Protection
Under what circumstances might re...,
The indexation percentage for rba...,
Enhanced protection and still acc...
18
cards
Primary and Individual Protection
Who was primary protection availa...,
How is the pp lifetime allowance ...,
What is meant by the underpinned lta
17
cards
Tax-free cash
Money purchase and sstfc,
Scheme specific tax free cash key...,
Calculating sstfc
4
cards
Pension Transfers and Regulated Financial Advice
There are key stages in the produ...,
A clients risk profile is made up of,
Generally when a firm is making a...
27
cards
Questions likely to come up
Advantages of transferring the pe...,
Disadvantages of transferring the...,
Factors which would indicate that...
28
cards
More about
AF7 - 2019/20
- Class purpose General learning
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