R04 Pensions & Retirement Planning

R04 Pensions and Retirement Planning forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues. The exam is based on 8 learning outcomes with varying emphasis given to each section.

R04 PENSIONS & RETIREMENT PLANNING

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Access Duration: 6 months

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Overview

R04 Pensions and Retirement Planning forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues.

Forms part of

The Diploma in Regulated Financial Planning

Credits awarded

10

Exam length

1 hour

Exam type

Multiple choice

Exam content

50 questions. 39 standard format consisting of one correct answer. 11 multiple-response with more than one correct answer.

Pass mark

In the region of 65%

Learning outcome 1

Understand the political, economic and social environmental factors which provide the context for pensions planning

Learning outcome 2

Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning

Learning outcome 3

Understand the relevant aspects of pensions law and regulation to pensions planning

Learning outcome 4

Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning

Learning outcome 5

Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning

Learning outcome 6

Analyse the options and factors to consider for drawing pension benefits

Learning outcome 7

Explain the structure, relevance and application of State schemes to an individual’s pension planning

Learning outcome 8

Evaluate the aims and objectives of retirement planning, including the relevant investment theories

R04 Study Programme (6 months platform access) - £99.00 + VAT

  • 82 pages and 41,000+ words of essential learning
  • 30 hours CPD awarded
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  • Timed tests from a bank of 6000+ questions
  • End of module exam with instant feedback
  • CPD accredited material
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