R04 Pension & Retirement Planning

Current Status
Not Enrolled
Price
£120
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R04 is the fourth subject in the Diploma in Financial Planning suite of examinations. It has a robust and detailed learning syllabus and is often considered to be the most difficult, although that is subjective. It is a one hour examination and comprises fifty questions, of which 44 are multi choice and the balance are multi response.

The topics covered are:

  • The context of retirement planning and the considerations which must be taken into account
  • HMRC tax regimes pertaining to pensions
  • Regulation of Pensions
  • Defined Benefit schemes
  • Defined Contribution (money purchase) schemes
  • State benefits
  • At Retirement options including secured and flexible options

This part of our site provides high level key facts along with a series of relevant examination style questions.

The fee for support for R04 is £100 plus VAT and of course, as you would expect from New Dawn, we offer e mail support all the way throughout your studies.