AF3 – Pension planning

What does the unit cover?
This unit enables candidates to advise in detail on a range of pension planning issues. The main syllabus elements are:

• The tax and legal framework of pensions
• Legacy issues arising from the previous regime
• Defined contributions and defined benefit pension schemes
• State retirement benefits
• Transfer value analysis and transfer advice
• Various options for drawing income
• Needs of personal and corporate customers

How is it examined?
3 hours, case study approach. 160 marks spread over three compulsory questions. Marks for questions 2 and 3 may vary between exam sessions. Question 1 worth 80 marks, questions 2 and 3 worth between 35 and 45 marks. Pass mark is around 55%.

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