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Jamie Croft
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Decks in this class (10)
Chapter 1 - Context of pensions planning
What is the main reason that indi...,
An employer has arranged for his ...,
Under current legislation a 52 ye...
17
cards
Chapter 2 - HMRC tax regime: contributions and allowances
What is the minimum annual allowa...,
Which scenario would trigger the ...,
Isla who is self employed and a h...
22
cards
Chapter 3 - HMRC tax regime: benefits, reliefs and overseas schemes
A serious ill health lump sum can...,
Tim applied for enhanced protecti...,
Samir died in may 2024 at the age...
10
cards
Chapter 4 - Pensions regulation
Pam was a member of her previous ...,
Which pension cannot be made subj...,
If a jobholder wishes to opt out ...
10
cards
Chapter 5 - Defined benefit schemes
When does current legislation per...,
A higher rate taxpayer was a memb...,
If a defined benefit scheme has 6...
10
cards
Chapter 6 - Defined contribution schemes
What default investment option mu...,
The pension income figure shown o...,
Bill who is 63 has an uncrystalli...
10
cards
Chapter 7 - Secured pension options
How will an annuity protection lu...,
Femi is in poor health and is eli...,
What is not a potential benefit f...
10
cards
Chapter 8 - Flexible income options
An additional rate taxpayer is ag...,
To help consumers make informed d...,
Claudia who is 62 has total incom...
10
cards
Chapter 9 - State schemes and an Individual's pension planning
Ken is entitled to the state pens...,
The full rate of the new state pe...,
Asif deferred the payment of his ...
10
cards
Chapter 10 - Retirement planning considerations
Duncan has a low capacity for los...,
A small self administered scheme ...,
Ruth will crystallise her pension...
10
cards
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R04 - Questions
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