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Ovie O
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Decks in this class (6)
Pension Transfer Regulatory Background Chp 1
Specific rules for pension transf...,
Comparison must take place betwee...,
Regarding pension transfers conve...
21
cards
Pension Transfer Advice Process Chp. 2
What are the 6 essential steps in...,
What is the tva,
Be aware
13
cards
Pension Transfer DB Scemes Chp 3
What are the defined benefit sche...,
What is the difference between fl...,
What falls into the definition of...
34
cards
Pension Transfer Chp 4 Impact Of Transferring Risk
Implications of transferring pcls,
Bridging pensions implications of...,
Early retirement implications of ...
35
cards
Chapter 5 Key Issues Relating To Pension Transfers
Calculating the available lta,
Benefit crystallisation events,
When benefits started before a day
40
cards
Pension Transfers Chp 6 Applyimg Suitable Pension Transfer Solutions
Db to dc,
Safeguarded benefit to dc,
Reconciling client objectives and...
26
cards
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af7
- Class purpose General learning
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AF7 April 2018
- 3 decks
- 22 flashcards
- 10 learners
Decks:
Transitional Protection, The Pension Transfer Advice Process, Regulations Roles And Advice Process, And more!
AF3 & AF7
- 8 decks
- 67 flashcards
- 11 learners
Decks:
Annual Allowance, Occupational Pensions, Sipp Ssas, And more!
