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Prudential - Pension Death Benefits - 65 minutes structured CPD

9 October 2020
This CPD compilation is made up of a few articles covering topical pension death benefit areas, which are useful when considering your clients financial planning. The CPD compilation offers 65 minutes structured CPD. To qualify for this, once you've read the articles, go to the Testing Centre to answer some questions and receive a certificate.

When advising clients on potential death benefit from pensions and annuities, it’s important to understand what options are available, the rules surrounding these options and the tax implications.

Pension death benefits: Q&A

Answers to some common questions we’re asked on the topic of pension death benefits, including options for how these may be paid, how payments are taxed, if a lifetime allowance test applies etc.

Read the article here.

Lifetime Allowance (LTA): Q&A

Answers to questions on the lifetime allowance, including queries about protection, LTA excesses, pre A-day benefits, LTA on death and other general questions.

Read the article here.

Death benefits from defined benefit contribution schemes

Learn about the different types of death benefit, including those from defined contribution schemes, and the way they’re taxed.

Read the article here.

Death benefits for defined benefit schemes

Find out about the types of death benefits that can be paid from a defined benefit scheme and how they’re taxed.

Read the article here.

Death benefits and annuities

Learn about the death benefits that can be provided if a member dies after buying an annuity contract , and the resulting taxes payable.

Read the article here.

Remember to visit the Testing Centre to get your structured CPD certificate after reading these articles. If you want to discuss Pension Death Benefits in more detail please contact your dedicated Prudential Account Manager.



 

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