Your Path to a Career in Financial Services - Digital

R04: The Syllabus and Learning Outcomes

The syllabus aims to develop the learner’s knowledge and understanding of the tax and legal frameworks that govern pensions, as well as the features of different types. It does this by splitting the learning over 8 learning outcomes:

E x p e c t e d N u m b e r o f Q u e s t i o n s i n E x a m

L e a r n i n g O u t c o m e s

U n d e r s t a n d t h e p o l i t i c a l , e c o n o m i c a n d s o c i a l e n v i r o n m e n t f a c t o r s w h i c h p r o v i d e t h e c o n t e x t f o r p e n s i o n s p l a n n i n g U n d e r s t a n d h o w t h e HM R e v e n u e & C u s t o m s ( HM R C ) t a x r e g i m e a p p l i e s t o p e n s i o n s p l a n n i n g U n d e r s t a n d t h e r e l e v a n t a s p e c t s o f p e n s i o n s l a w a n d r e g u l a t i o n t o p e n s i o n s p l a n n i n g U n d e r s t a n d t h e s t r u c t u r e , c h a r a c t e r i s t i c s a n d a p p l i c a t i o n o f D e f i n e d B e n e f i t ( D B ) s c h e m e s t o a n i n d i v i d u a l ’ s p e n s i o n p l a n n i n g A n a l y s e t h e r a n g e o f D e f i n e d C o n t r i b u t i o n ( D C ) s c h e m e o p t i o n s a s t h e y a p p l y t o a n i n d i v i d u a l ’ s p e n s i o n p l a n n i n g

5 s t a n d a r d

1 0 s t a n d a r d

4 s t a n d a r d

7 s t a n d a r d

4 s t a n d a r d / 2 m u l t i p l e r e s p o n s e

A n a l y s e t h e o p t i o n s a n d f a c t o r s t o c o n s i d e r f o r d r a w i n g p e n s i o n b e n e f i t s

5 s t a n d a r d / 4 m u l t i p l e r e s p o n s e

E x p l a i n t h e s t r u c t u r e , r e l e v a n c e a n d a p p l i c a t i o n o f S t a t e S c h e m e s t o a n i n d i v i d u a l ’ s p e n s i o n p l a n n i n g E v a l u a t e t h e a i m s a n d o b j e c t i v e s o f r e t i r e m e n t p l a n n i n g , i n c l u d i n g t h e r e l e v a n t i n v e s t m e n t i s s u e s

4 s t a n d a r d

5 s t a n d a r d

To find out more about the CII’s R04 Course, including the latest course availablity, curent tuition pricing or to register your interest, please click here. Alternatively contact Lowes Financial Academy on 0191 287 8717 or email at Academy@Lowes.co.uk.

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