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By:
James Sharp
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Decks in this class (10)
Chapter 1 – A Background To-Pension Planning (5 marks)
What is a pension,
In march 2011 the european court ...,
The state pension is funded on a ...
25
cards
Chapter 2 – HMRC Tax Regime (10 marks)
Why is 6th april 2006 significant,
What is the pensions tax manual,
Contributions benefits are measur...
92
cards
Chapter 3: (6-8marks) Pensions law and regulation
The 6 main individuals in any pen...,
The scheme adminstrator of a pens...,
Can a scheme administrator give w...
65
cards
Chapter 4 - Defined Benefit Schemes (7 marks)
Areas that the cii r04 examiner i...,
Db schemes cannot access certain ...,
There are several different types...
91
cards
Chapter 5 – Defined Contribution Schemes (6 marks, 2 multiple choice)
Popular r04 subjects from this ch...,
Dc schemes are broken down in 2 c...,
Individuals could historically co...
31
cards
Chapter 6 – Drawing Pension Benefits (9 marks, 5 muliti choice)
Back ground we often hear people ...,
There are many ways an individual...,
Triviality
56
cards
Chapter 7 (4 marks) - The State Pension
The state pension system underwen...,
Were there different types of bas...,
How much can an individual receiv...
38
cards
Chapter 8 (5 marks, all multi response) – Aims Of Retirement Planning
The fact find contains several di...,
There are a number of key factors...,
The following areas also need con...
50
cards
Stuff I didnt know from mock exams
What type of schemes is the pensi...,
Individuals living in the uk now ...,
What is the overseas transfer all...
70
cards
Calculations to practise
Paul is crystallising a 60 000 pe...,
Paula an additional rate taxpayer...,
Jane has died in capped income dr...
16
cards
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R04
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