This module enables candidates to demonstrate their understanding of pension income options. It covers the conversion of pension funds into income, with respect to annuity purchase, unsecured income alternatively secured income and death benefits after vesting.

In detail, the main topics covered are:

• Crystallisation and the rules governing it
• Tax treatment, features and risks of the various methods of securing income
• Critical yield
• Ill Health matters
• Review aspects
• When you elect to become a learning partner for J05, you will benefit from the following resources:
• E mail/telephone support
• Benchmark tests (a series of multi choice tests on each of the chapters)
• QWEAKs ( a range of exercises to help you understand the topics studied)
• Case studies (examination style questions)
• A mock examination
• 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.

J05~ Pension Income Options

£64.63

Add to Cart

Revision Day

£125.00

Add to Cart