1 min read 19 Aug 22
1) FG21/03 is the finalised guidance for what area of advice?
a. Equity Release
b. Pension Funding
c. DB Transfers
2) FG21/03 refers to tiering the client income into the following…
a. Essential, Lifestyle and Discretionary
b. Essential and non-essential income
c. Emergency funds, income funds & savings funds
3) For client’s who have pension funds in excess of the Lifetime Allowance the potential for tax could be as high as?
4) According to the PFS Drawdown good practice guide - Effective cashflow modelling should have what?
a. Stress testing scenarios
b. Stochastic modelling
c. Determinist modelling
d. Be independent
Before collecting your certificate please take a moment to provide us feedback on this session, please email email@example.com
Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when making contact with us.