CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 4.5 CPD hours    

CPD registration number: IOB130

Course description

The following topics are covered:

• Introduction
• Tax implications
• Withdrawal benefits
• Tax on lump sums - events other than retirement
• Tax on lumps sums - retirement
• Severance benefits
• Impact of withdrawals
• Income options at retirement
• Sequence of returns