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Simon has experience of dealing with retail clients and is now in training to qualify as a pension transfer specialist. As a consequence, which of the following statements are true?
Suggested Answer: B, C
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8 comments · newest first
AR
Arlen
11 months ago
E is a must, records should always be kept for compliance.
AL
Alecia
12 months ago
D sounds surprising, I didn't know CPD could be waived!
TA
Tamekia
12 months ago
A seems off, I thought training could start sooner.
PA
Pamella
12 months ago
I think B is correct too, firms can set time limits.
CH
Chaya
1 year ago
C is definitely true, supervisors need to be qualified.
ET
Ettie
1 year ago
Alright, I've got this. The marital deduction rules are pretty straightforward, and I know the differences between transfers to citizen and non-citizen spouses. I'm confident I can nail this question.
KA
Kaycee
1 year ago
I'm a bit confused by this question. I'll need to re-read it a few times to make sure I understand what they're asking.
KA
Karma
1 year ago
I'm not totally confident on this one. The wording is a bit ambiguous, and I could see arguments for a couple of the options. I'll have to think it through carefully.