Pensions  

CPD: Pension Freedoms in Practice

    CPD
    Approx.30min

    FTAdviser On Air, sponsored by Royal London, featured discussions about the process of accessing pension freedoms, handling transfers, dealing with insistent clients and what the future holds for at-retirement advice.

    Article continues after advert

    CPD
    Approx.30min

    Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

    1. How many Royal London policies held by customer old enough to access their money have no exit charge?

    2. What is the emergency code pension savers taking a lump sum may be taxed under?

    3. How many pension providers does Ms Tait say are likely to go as far as creating new systems for their legacy contracts?

    4. Out of the 800 interviewees, how many people polled by Royal London wanted to take a lump sum?

    5. How many people polled by Royal London plan to re-invest their lump sum in a deposit account?

    6. What is the definition of ‘safeguarded rights’ outlined by Ms Tait?

    Nearly There…

    You have successfully answered all the questions correctly, well done!

    I completed this CPD in

    To bank your CPD please complete the form below.

    Were the stated learning objectives met?

    Why weren't they met?

    What did you learn from undertaking this CPD exercise?

    Why did you undertake this piece of learning?

    Any comments about this article or FTAdviser's CPD in general?

    Banked!

    Congratulations, you have successfully completed and banked this piece of CPD

    Already Banked!

    You have already banked for this article.

    To bank your CPD you must sign in or

    Register

    One or more questions have been incorrectly answered,
 please review your answers and try again.

    Please complete all the above text fields to bank your CPD.

    More Pensions CPDSee my completed CPDSee all CPD