Core Unit 4

CORE UNIT 4 - FINANCING AND INVESTING FOR RETIREMENT PROVISION

The aim of this unit is to provide an overview of how employers and employees pay for workplace pensions and distinguishing between defined benefit and defined contribution arrangements and including an appreciation of:

• the factors which will influence the funding strategy, including the taxation regime 
• risk appreciation and management
• financial regulation
• accounting and tax issues
• investment, investment management, investment strategy and governance  

Core Unit 4 Study Manual

Below are your Revision Assignments for this unit, and a Study Timetable so that you can effectively plan your revision time.

We have now included the Assignment Notes, which are in effect the answer guides to your assignments so that you can 'self-check' your responses.

You are equally allowed to send your completed assignments to the PMI for marking, guidance or clarification to:

PMIqualifications@pensions-pmi.org.uk

Once received we can pass this onto one of our tutors and they will get back in touch within 10 working days.

We provide the Assignments, Notes, (and Study Timetable), purely as aids to your revision - they will not constitute any element of your final mark.