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RO4 Keys

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

By: daniel etherington
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Decks in this class (10)

1 - Background To Pensions
Pension plans are called what,
6 tax benefits of a pension,
What employees had to provide a w...
23  cards
2 - HMRC Tax Regime
When did a day come into force an...,
6 changes brought in by a day,
Measures against allowances annua...
70  cards
3 - Pension Law & Regulation
Scheme administrator within an rps,
Member requirements of an rps,
Rps scheme trustees
66  cards
4 - Defined Benefits
Who pays into a defined benefits ...,
Do defined benefits let you take ...,
What is revaluation and escalatio...
66  cards
5 - Defined Contributions
Appropriate pension plan,
Trust or contract based occupatio...,
Differences between trust based a...
30  cards
6 - Drawing Pension Benefits
Can you withdraw your entire pens...,
What kind of job roles can typica...,
Purpose of secondary annuity mark...
47  cards
7 - The State Pension
Can people still claim the old st...,
386,
How is state pension paid
29  cards
8 - Aims Of Retirement Planning
What is the main document used in...,
The younger the client and furthe...,
Factors to consider when reach re...
19  cards
Top-Up
Employers are required to auto en...,
If a person is entitled to old an...,
Rate of tax if pension is left in...
150  cards
Tax
Do in specie contributions qualif...,
Tax rate and punishment for breac...,
Conditions for full amount of tax...
22  cards

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RO4 Keys

  • Class purpose General learning

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