QFA Pensions 2020 Puzzle 1
Across
- 2. An 'annual fund charge' is an example of what type of charges
- 3. A type of bond also known as a personal retirement bond
- 4. from here you can draw on your policy for retirement without exception..
- 5. The asset class for art & precious metals
- 6. A group of professions not bound by age limits on contributions and can contribute 30% under age 50
- 8. The term SORP stands for Statement of ________ projection
- 11. A vested PRSA is an alternative to an
- 12. When referring to a employee pension scheme that anticipates the inclusion of the state pension.
- 13. A written statement setting out why you are recommending a particular policy or product to a customer
- 15. In an employer pension scheme the _____ are appointed to hold the assets.
- 18. A pension adjustment order is issued by a
- 19. Type of PRSA with a maximum 5% contribution charge
Down
- 1. An AVC is an Additional _______ Contribution
- 4. The first pillar of retirement provision.
- 7. A section 785 is a type of _____ assurance policy.
- 9. The splitting of a collective investment fund into asset classes is known as Asset _____
- 10. Wages are an example of ______ income.
- 13. In order to take out an RAC an individual must have ______earnings.
- 14. 200,000 Euro is the maximun tax-free ________ allowable.
- 15. Amount of days cooling off allowed with an RAC / PRSA
- 16. The 'S' in PRSA.
- 17. RIY is the Reduction in _______
- 20. In return for a lump sum payment a life company will a specified level of income.