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J04 - Pension Funding Options |
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This module enables candidates to demonstrate their understanding of
pension funding options. It covers the build up of retirement funds
under registered pension schemes, defined contribution and benefits,
early leavers and transfer matters and state pensions.
- In detail, the main topics covered are:
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Current issues
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Tax treatment of pensions and funds
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Legacy matters
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State pensions
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Legal frameworks
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Defined benefits and defined contributions
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Early leaver options and transfer analysis
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Divorce and the impact on pensions
- When you elect to become a learning partner for J04, you will benefit from
the following resources:
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E mail/telephone support
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Benchmark tests (a series of multi choice tests on each of the chapters)
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QWEAKs ( a range of exercises to help you understand the topics studied)
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Case studies (examination style questions)
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A mock examination
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Tax tables
Additionally, you may wish to enrol for a
revision day
, usually held just before the examination.
Access to the website resources entails a payment of a fee of £40 plus VAT
and for each revision day the fee is £125 inc VAT.
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