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WorksheetsApril PKT
Total questions: 10
Worksheet time: 5mins
What is the Net Small Lump sum if the Gross Lump sum is 9876.57
8395.17
7407.43
7901.26
8320.14
Calculate the pension for Mr X as at DOL – Service (Complete Years and days)
DJS – 06/11/1997
DOL – 20/08/2020
FPS – 34069.63
Accrual – 100th
7765.08
7769.74
7779.23
7750.84
What is the revalued pension as at 15/12/2022, member’s DOL – 19/08/2015 – Revaluation for Excess and GMP on generic basis DOJ – 11/08/1987
Pre 88 GMP – 95.23
Post 88 GMP – 1897.26
Pre 97 – 2597.56
Post 97 – 2358.17
Post 05 – 4965.15
14317.96
14517.20
13245.96
18947.20
Which of the following describes Annual Allowance?
Maximum pension that can be paid at retirement
The amount of pension that will be taxed
Maximum pension savings that can get tax relief
Maximum tax exempt pension fund
What is the BCE event for entering Scheme pension and PCLS
BCE2 and BCE6
BCE3 and BCE9
BCE1 and BCE8
BCE2 and BCE9
If the LTA is exceeded what is the LTA charge that would be applicable at current date
55% if the excess is taken as Lump sum
25% if the excess is taken as Lump sum
45% if the excess is taken as lump sum
At member's marginal rate
If the member’s DOR is in 2020, but the benefits are being settled in 2023, the benefits would be tested against Which LTA
£1,055,000
£1,073,100
£1,030,000
Within how much time should a retirement quote to be issued to the member from the date of request
2 months
3 months
1 month
10 working days
Which type of Transfer is an Invalid transfer
DB to DC
DC to DC
DC to DB
DB to LGP
For which type of transfer does an advisor letter is not required
Transfer to DC
Transfer to DB
Transfer to OPS
Transfer to LGP
