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J04

This material is up to date and is suitable for April 2010 exam sittings and beyond.

Pension Funding Options - J04


On CD
Price: £41.70 including post and packing + VAT, (£49 inc)
To purchase this Audio Pack on CD online please click here

4 Disks
12 Modules
Total length of CDs approx 4 and a half hours

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On Download J01
Price: £33.19 + VAT (£39 inc)
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>>>>> Click here if you have a discount voucher code

Size: 12 modules
Download time: approx 30 seconds to 2 minutes for each module over high speed broadband
Please note: After purchase you will receive an email that includes the download link. If this doesn't appear in your inbox within a few minutes please check your spam folder.

- Click here to listen to a sample module

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"Sometimes there is nothing worse than trying to study and the words just don't make sense - that's why I've found the study CD's so useful from Patterson Audio - especially when in the car or when I need to be learning in another way" Peter Brookes, Training Manager, The co-operative Independent Financial Advisers

“Thank you for your help and assistance which enabled me to pass my J04 examination in September 2009.  Having failed on two previous occasions I was determined to make it third time lucky.  With the assistance of the audio CD I was able to study in a time to suit me (i.e. driving to and from work).  The course was set out in easy to listen to /bite size chunks which made covering what is a horrible syllabus much easier.  I really feel that the CD course was the difference in me passing.”  Phil O'Connor, Director, Whitewell Financial Planning Limited

The J04 Audio Programme.

The key areas of each module is shown below.

Disc 1  
Module 1 (15 minutes)
J04 and Exam technique		 Structure of the Diploma exam | exam preparation | 6 golden rules in the exam
Module 2 (8 minutes)
AF3 and the Advanced Diploma 		Structure of the Advanced Diploma exam | J04 and J05 | tips on how to approach Advanced Diploma exams
Module 3 (39 minutes)
HMRC regime Part 1		 Registration procedures | eligibility for tax relief | lifetime allowance | annual allowance | special annual allowance | pension commencement lump sums | minimum pension age | crystallisation events
Disc 2  
Module 4 (28 minutes)
HMRC regime Part 2		 Pre-crystallisation death benefits | investment restrictions | tax sanctions | reporting requirements
Module 5 (20 minutes)
HMRC regime Part 3		 Primary protection | enhanced protection | protecting higher tax free cash entitlement | applying for protection
Module 6 (18 minutes)
Defined contribution pension schemes

Contribution structures | benefits: death, ill health and early retirement | investment strategies | statutory money purchase illustrations
Disc 3  
Module 7 (23 minutes)
Defined benefit pension schemes		 Defined benefit scheme structures | topping-up benefits | variations: defined cash, career average, hybrid and integrated schemes | calculating scheme liabilities (ongoing, ISA19, insolvency) | trustees/employers options for rectifying a deficit
Module 8 (31 minutes)
State pensions		 NI contributions | basic state pensions | BR19 | deferral options | S2P | graduated pensions | SERPS | pension credit | Pensions Act 2007
Module 9 (23 minutes)
The legal framework for pensions		 Pension Acts | regulation of pensions | pension protection fund, fraud compensation fund and financial assistance scheme | stakeholder pension provision | types and duties of trustees | EU law
Disc 4  
Module 10 (27 minutes)
Early leavers and transfers
Rights and options of early leavers | revaluation of deferred benefits | principles of transfer value calculations | transfer value analysis system | critical yields | transfer club
Module 11 (26 minutes)
Key pension accumulation issues
 Assessing pension contributions | salary sacrifice | pension versus non pension vehicles | SIPPS | personal accounts | pensions and divorce (offsetting, earmarking, sharing) | changes to state pensions
Module 12 (21 minutes)
Crammer module 		The summaries from the previous modules

 

 
 

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