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Colin stone
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Decks in this class (18)
STATEMENT OF ENTITLEMENT
Statement of entitlement info reqd 1
1
cards
PENSION TRANSFER ADVICE
Types of pension transfer advice 1
1
cards
CASHFLOW MODELLING
Cashflow modelling factors 1,
Ps 20 6 pension transfer advice 2,
Cashflow stress testing 3
3
cards
ADDITIONAL FACTORS TO BE CONSIDERED WHEN ADVISING ON A DB TRANSFER
Attitude to investment risk 1,
Capacity for loss 2,
Factors for capacity for loss 3
6
cards
LTA Protection
Types of protection can protectio...,
Level of lta protection provided 2,
Level of lta protection provided 3
5
cards
BCEs
Valuation basis of bce 1,
Bces during lifetime 2,
Bces as a result of death 3
3
cards
RECEIVING SCHEMES
Pcls 1
1
cards
DEATH BENEFITS
Death after retirement 1,
Death in deferment 2,
Who is a nominee and who is a suc...
3
cards
PENSION INCREASE EXCHANGE
What is a pension increase exchan...,
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
1
cards
COBs 19 Annex 4
Cobs 19 annex 4 client informatio...,
Cobs 19 annex 4 2
2
cards
DESIGNATED INVESTMENT
What is a designated investment 1
1
cards
Appropriate Independent advice
Requirement to take appropriate i...
1
cards
SAFEGUARDED BENEFITS
Safeguarded benefits 1,
Safeguarded benefits 2,
Gmp within a section 32 3
3
cards
STATUTORY FUNDING OBJECTIVE
Scheme funding objective for priv...
1
cards
CETV - CASH EQUIVALENT TRANSFER VALUE
Methods of calculating cetv 1,
Calculating cetv 5 steps 2,
Cetv rates key factors 3
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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