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r04 - pensions & retirement planning

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

By: Peter Hicks
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Decks in this class (11)

Chapter 1 - Context of Pension Planning
In recent years the fastest popul...,
Paul reached his state pension ag...,
Millicent is about to retire and ...
30  cards
Chapter 2 - HMRC tax regime: contributions and allowances
Which client would hmrc regard as...,
When calculating the total pensio...,
Hannah who will reach the age of ...
34  cards
Chapter 3 - HMRC tax regime: benefits, reliefs and overseas schemes
Fiona aged 53 holds fixed protect...,
On 5 april 2006 jim s pension ben...,
The maximum scheme sanction charg...
64  cards
Chapter 4 - Pensions regulation
Who can recover unpaid contributi...,
Adam who is a widower died recent...,
Melissa is a member of her compan...
43  cards
Chapter 5 - Defined benefit schemes
When a transfer value comparator ...,
Vihaan s scheme pension commenced...,
Which two of the public sector sc...
68  cards
Chapter 6 - Defined contribution schemes
What factors should an individual...,
Accumulation rates used in a stat...,
Gerry intends to make contributio...
51  cards
Chapter 7 - Secured pension options
Trevor aged 66 and his wife louis...,
Chu hu s uncrystallised defined c...,
Gary died recently at the age of ...
36  cards
Chapter 8 - Flexible income options
If sally were to transfer her cap...,
Warren died recently aged 75 leav...,
Rachel designated funds into a fl...
39  cards
Chapter 9 - State schemes and an individual’s pension planning
James receives a state pension of...,
Hazel reached her state pension a...,
Victor will reach his state pensi...
38  cards
Chapter 10 - Retirement planning considerations
A loan from a small self administ...,
A small self administered scheme ...,
A 50 year old self employed indiv...
57  cards
Full test 1
An individual born in june 1963 w...,
2  cards

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r04 - pensions & retirement planning

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