J05 - Pension Income Options 2017

Led by a CII approved trainer, this one day training course costs £65 for members (non-members £85) and will cover how benefits can be taken from both final salary and money purchase pensions. It is suitable for candidates studying for their J05 exams in 2017.

As R04 also requires considerable knowledge regarding taking benefits from final salary and money purchase pensions, we would recommend that R04 candidates also attend this course in addition to our R04 course.

By the end of the day delegates will able to:

• identify the different options open to members with money purchase benefits at minimum pension age and explain their risks and rewards

• understand the factors that need to be identified to advise a client

• identify the options available on the death of the member for both crystallised and uncrystallised funds

• understand how a final salary scheme member’s pension will be paid and accurately calculate the maximum Pension Commencement Lump Sum

• identify the main Benefit Crystallisation Events and calculate accurately the member’s remaining lifetime allowance including circumstances where the member has transitional protection

• calculate accurately any Lifetime Allowance Charge

• identify the options in transferring and consolidating money purchase arrangements

• explain the level of protection for DB members if the employer should become insolvent

• identify the key issues in advising members of DB schemes who wish to transfer to a MP arrangement including all compliance requirements

Schedule

9am - Registration

9.30am - Morning session

12.30 - Lunch (buffet lunch provided)

13.15 - Afternoon session

16.45 - Day finishes

There will be a 15 minute break in the morning and afternoon and refreshments will be provided throughout the day.

Full joining instructions will be sent to those who have registered, shortly before the first session takes place.

Online Booking
If you would like to join us for this event, please click on the Book Now button below.

Delegates will also be joined for this session by those who are attending the three-day AF3 course.