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R04 - Pensions & retirement planning

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

By: Scott Harris
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Decks in this class (12)

Introduction
Whose responsibility is it to reg...,
If hmrc have not decided within 6...,
What reasons have contributed to ...
11  cards
Money In
What attributes cause someone to ...,
What three methods can an individ...,
What is the maximum individual ta...
18  cards
During
What type of pension can hold sha...,
What are the limits on holdings o...,
Are shares of a company owned by ...
4  cards
Money Out
In what situations can an individ...,
How much is the lta reduced by fo...,
If funds have been previously des...
18  cards
DB schemes - funding
What are the trustees main role,
How long are new trustees given t...,
What proportion of trustees must ...
14  cards
DB schemes - early leavers
Under what circumstances can a me...,
How are contribution refunds taxe...,
In what situation is the survivor...
17  cards
DC schemes
What type of pension arrangement ...,
What is the charge cap for occupa...,
What is the role of the independe...
6  cards
Benefits secured
Does a trivial commutation or sma...,
What is the maximum value of all ...,
What is the maximum value of an i...
7  cards
Benefits unsecured
How often are the maximum income ...,
An individual is an additional ra...,
In what situations would an indiv...
5  cards
Laws
Who is the main regulator of gpps,
How long do the trustees have to ...,
What is the maximum civil penalty...
20  cards
State schemes
How many years nics credits are r...,
How many years nics credits are r...,
How much are additional state pen...
12  cards
Revision
How does the dmo support pension ...,
What factor is applied to lifetim...,
What does an increase in bond yie...
18  cards

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R04 - Pensions & retirement planning

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