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Colin stone
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Decks in this class (18)
STATEMENT OF ENTITLEMENT
Statement of entitlement info reqd
1
cards
PENSION TRANSFER ADVICE
Types of pension transfer advice
1
cards
CASHFLOW MODELLING
Cashflow modelling factors,
Ps 20 6 pension transfer advice w...,
Cashflow stress testing examples
3
cards
ADDITIONAL FACTORS TO BE CONSIDERED WHEN ADVISING ON A DB TRANSFER
Attitude to investment risk,
Capacity for loss,
Factors for capacity for loss
6
cards
LTA Protection
Types of protection can protectio...,
Level of lta protection provided,
Level of lta protection provided ...
5
cards
BCEs
Valuation basis of bce,
Bces during lifetime,
Bces as a result of death
3
cards
RECEIVING SCHEMES
Pcls
1
cards
DEATH BENEFITS
Death after retirement,
Death in deferment,
Who is a nominee and who is a suc...
3
cards
PENSION INCREASE EXCHANGE
What is a pension increase exchange,
Benefits and drawbacks of pension...
2
cards
ATTITUDE TO TRANSFER RISK
Attitude to transfer risk factors
1
cards
RETIREMENT RISK WARNINGS
Retirement risk warnings
1
cards
COBs 19 Annex 4
Cobs 18 annex 4,
Cobs 19 annex 4 charges
2
cards
DESIGNATED INVESTMENT
What is a designated investment
1
cards
Appropriate Independent advice
Requirement to take appropriate i...
1
cards
SAFEGUARDED BENEFITS
Safeguarded benefits,
Other types of plan with safeguar...,
Gmp within a section 32
3
cards
STATUTORY FUNDING OBJECTIVE
Sfo for private sector db schemes
1
cards
CETV - CASH EQUIVALENT TRANSFER VALUE
Calculation of cetv,
Calculating cetv,
Cetv rates key factors
4
cards
STATUTORY RIGHT TO TRANSFER - Conditions
Statutory right to transfer condi...
1
cards
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af7 20/21
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