Exeptional Planning Answers

Check your answers

1.      The investment pathways for income drawdown were recently introduced when?

a.      December 2020

b.      January 2021

c.       February 2021

d.      March 2021


2.      How many trillions in personal wealth is expected to be passed to the next generations over the next 25 years?

a.      £3.5 trillion

b.      £5.5 trillion

c.       £4.5 trillion

d.      £6.5 trillion


3.      What does not trigger the money purchase annual allowance?

a.      Uncrystallised fund pension lump sum

b.      Income from a flexible annuity

c.       Flexi access drawdown income

d.      Small pots or Defined Benefit triviality payment


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