Financial Planning 2020

2. Unit linked & Guaranteed are examples of what type of policies?
5. A fall in stock markets is generally referred to a _______ risk?
7. First time buyers loan to value ratio currently stands at what percentage?
8. Mortgage protection is an example of ______ term cover.
11. A loan where the capital is not being paid off is termed _________.
12. Section 73 policy must be paid for how many years before it can be used for gift tax?
13. Due to circumstances a customer requiring assistance to make decision(s) is classed as _______.
15. The fourth step of the financial planning process
17. PCP is a type of ________ agreement.
19. A stage also known as 'Know your customer'.
20. Partnership assurance can be taken as 'life of another' or 'own life in ____'.

1. In taxation what is the 'S' in USC.
3. Schedule E tax payers are taxed at source on income & BIK within the state for _________.
4. At retirement ______ income generally ceases or reduces dramatically.
6. In pensions advice, The 'A' in RAC?
9. Inheritance & gift tax are what type of tax?
10. Prize bonds are a type of ___________.
14. The standard fund threshold for pensions since Jan 2014.
16. Fluctuations in money markets is generally referred to as _______ risk?
18. Greater understanding, priorities and holistic approach are all ______ of good financial planning.