Back To Solo
Notes List
Tax Table
Logout
Introduction & key terms
Drawing pension benefits
Small pots and trivial commutation
  • Small pots payments
  • Trivial commutation by the member
  • Trivial commutation lump-sum death benefits
  • Valuing benefits for the purposes of commutation
Secured pension options
  • Scheme Pension
  • Lifetime Annuity
  • Comparison between a scheme pension and a lifetime annuity
Uncrystallised funds pension lump sum (UFPLS)
Drawdown pension
  • Capped Drawdown
  • Review Procedure
  • Flexi Access Drawdown
  • Short Term Annuity
  • Death Benefits
  • Transferring a drawdown pension contract "
  • Risks
  • Comparison of pension income options
  • Comparison of pension death benefit options
Compliance requirements and consumer protection
  • Conduct of Business Sourcebook (COBS)
  • Retirement Risk Warnings
  • Suitability Reports
  • Illustrations
  • Critical Yields
  • Adviser Knowledge Levels
  • Guidance Guarantee
Phased retirement
  • Introduction
  • Phased annuity purchase
  • Phased capped drawdown
  • Phased flexi-access drawdown
  • Choosing how to phase benefits
Return to Solo 6 (RO4) course

Secured pension options

Click on the topics on the sidebar or the content table below to access the content. Simple click on the ‘Mark Complete’ button to pass on to the next topic. Track your progress in the sidebar and at the top of the page. Remember that the Note Taker is a handy tool for jotting down and exporting notes and as a scribble pad when answering questions 

Good Luck and Enjoy!

Sub-Module Chapters
  • Scheme Pension
  • Lifetime Annuity
  • Comparison between a scheme pension and a lifetime annuity

← Previous Chapter