J05 - Pension Income Options

Led by a CII certified trainer, this one day training course costs £65 for members (non-members £85) and is suitable for candidates studying for their J05 and AF3 exams in 2017.

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

12.45 - Lunch (buffet lunch provided)

13.30 - 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.

For AF3 candidates, we are also offering a 3 day revision course which includes the above. Click here for further details.

To view our image and video capture consent statement, please click here.