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

Decks in this class (13)

Chapter 1 - Context Of Pensions Planning
Role of government developments p...,
Role of government developments c...,
Role of government challenges
14  cards
Exam Extras
Stat money purchase illustrations,
Working out income to establish p...,
Short service refund charges
17  cards
Chapter 10 - Retirement Planning Considerations
Accumulating pension funds reviews,
Asset allocation cash,
Asset allocation fixed interest s...
16  cards
Chapter 9 - State Schemes
Spa pre 04 6,
Spa reached pre 04 16,
Spa reached post 04 16
11  cards
Chapter 8 - Flexible Income Options
Ufpls,
Drawdown capped,
Capped review procedure
13  cards
Chapter 7 - Secured Pension Options
Small pots payments,
Trivial commutation by member,
Tclsdb
16  cards
Chapter 6 - Defined Contribution Schemes
Personal stakeholder pensions,
Occupational dc schemes,
Targeted money purchase schemes
18  cards
Chapter 5 - Defined Benefit Schemes
Hybrids and other scheme variations,
Defined cash schemes,
Topping up db schemes
38  cards
Chapter 4 - Pensions Regulation
Pcls and primary protection,
Role of the pensions regulator,
Tpr and gathering information
36  cards
Chapter 2 - HMRC Tax Regime: Contributions & Annual and Lifetime Allowances
Individual contributions to pensi...,
Provision of tax relief,
Provision for tax relief relief a...
34  cards
Chapter 3 - HMRC Tax Regime: Benefits, Reliefs & Overseas Schemes
Early payment of benefits on ill ...,
Footballers and pension what can ...,
Lump sums pcls
35  cards
Chapter 2&3 Quick Rerun
Salary sacrifice advantages 6 tak...,
Recycling the pcls overview hmrc ...,
Other exclusions from total pensi...
13  cards
Chapter 5 Rerun
Topping up db pens in house avcs ...,
Employers contribution costs depe...,
Stat gmp escalation reaching spa ...
14  cards

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R04

  • Class purpose General learning

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