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Introduction & Glossary
Main Types, attributes and benefits
  • Definition of money purchase benefits
  • Main Types
  • Eligibility and conditions of membership
  • Contributions
  • Statutory money purchase illustrations (SMPIs)
Legal bases and their impact on pension planning
  • Trust based and contract based schemes
  • Master Trusts
  • Governance standard for occupational schemes
  • Charge Controls
  • Relevant multi-employer schemes
  • Governance standards for workplace PPP
  • SSAS vs SIPP
Factors to consider and benefits
  • Normal Pension Age
  • Member benefits
  • Ill health early retirement
  • Wavier of Contribution and pension contribution insurance
  • Income protection insurance/Permanent health insurance
  • Life Assurance
Benefits on leaving and transfer
  • Early leave options
  • Transfer Issues
Stakeholder pensions
  • Main Features
  • Regulation
Tests
Return to Solo 5 (RO4) course

Main Types, attributes and benefits

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Sub-Module Chapters
  • Definition of money purchase benefits
  • Main Types
  • Eligibility and conditions of membership
  • Contributions
  • Statutory money purchase illustrations (SMPIs)

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