Chapter Progress:
← Back to Sub-Module
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
Comparison between a scheme pension and a lifetime annuity
←
Previous Chapter
