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By:
James Coldwell
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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
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