Pensions  

Where are we going wrong with clients' pensions illustrations?

  • Describe some of the challenges with Cobs disclosure requirements
  • Explain some of the issues its approach shows
  • Identify areas the author is in agreement with
CPD
Approx.30min

By

Paul Muir is chief product officer at Dunstan Thomas

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Which of the following is NOT a Cob projection for a pension illustration?

  2. What is the FCA's approach to stochastic modelling?

  3. What do Cobs rules say about factoring in inflation?

  4. Annuity at retirement must be displayed, according to Cobs, in the pensions illustrations, true or false?

  5. Why do the authors believe that the nature of Cobs rules are not well suited to the current world?

  6. Which of the following is the author NOT a fan of, in the illustrations:

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  • Describe some of the challenges with Cobs disclosure requirements
  • Explain some of the issues its approach shows
  • Identify areas the author is in agreement with

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