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Solo 2

Blurb

This chapter focuses on the characteristics and risks of different types of direct investments. The
types of direct investment covered are cash investments, fixed-interest securities, equities, property
and alternative investments. In the exam there will be 17 standard format questions and 11 multiple response format questions on this topic making it the largest chapter by weighting, accounting for 28% of the exam.

Module Content

Sub-Modules Status
1

Introduction & key terms

2

Individual Contributions and the provision of tax relief

3

Employer Contributions and the provision of tax relief

4

Pension Input

5

Annual Allowance

6

Lifetime Allowance

7

Tax treatment of member benefits

8

Tax treatment of death benefits

9

Transitional Reliefs

10

Tax treatment of pension fund investments

11

Unauthorised payments

12

Tax treatment of overseas pension schemes

13

Tests