Exam Success

Congratulations to Hayley Carson on passing the R08 Pensions Update exam yesterday!

The exam covers:

  • changes to the HM Revenue and Customs (HMRC) tax regime introduced by the Taxation of Pensions Act 2014
  • new legislative, reporting and compliance requirements arising from the pension reforms
  • developments in pension provision
  • main changes in the rules for members transferring their benefits
  • changes to pension income options
  • changes that will be made to State pension provision from 06 April 2016
  • key factors that should be taken into account when advising a client how to derive an income in retirement.

Well done Hayley!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s