This class was created by Brainscape user Jacques Sheppard. Visit their profile to learn more about the creator.
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Jacques Sheppard
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Decks in this class (12)
Acronyms
Pros of limited company,
Requirements of a loan,
Advantages of an investment bond
17
cards
Sustaining Income In Retirment
Additional information to generat...,
Factors that should be considered...,
Reccomend and justify for sustain...
4
cards
Vulnerability
Valnerability measures,
Clasifying valnerability
2
cards
Modeling
Advantages of lifetime cashflow m...,
Factors and assumptions for lifet...,
Limitations of cashflow modeling
7
cards
Advise And Review
Advisor process,
Advisor process for pensions,
Why would you review pension arra...
8
cards
Funds And Investments
Fund sutability,
Uk equity,
Uk equity fund
18
cards
Pensions
Taking lifetime annuity pension,
Taking flexi access drawdown,
Taking ufpls from pension
10
cards
Protection
Considerations for taking relying...,
Benefits of pmi,
Discribe pmi basic
9
cards
Marrige And Devorce
Considerations for what to do wit...,
Explain no gain no loss,
Discribe pension offseting
4
cards
Tax Efficiency
Additional information to improve...,
Advantages of drip feeding cash i...
2
cards
IHT Efficiency
Additional information for iht ef...
1
cards
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RO6
- Class purpose General learning
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