Retirement planning Demo

The aim of this course is to enable you to understand some key retirement planning advice subject areas and apply your knowledge in order to make well-reasoned client recommendations.

The learning outcomes are appropriate both for someone wishing to supplement their studies for the Retirement planning exams or for professionals looking to brush up on their knowledge...

Shortened demo course. See details at foot of page.

...ng each chapter click on the "revision test" image to test your understanding of the chapter. At the end of the course all the revision questions have been combined into a whole of course revision test, you may want to take this prior to the case study and final exams.

Tax Tables
Click here for a PDF summary (opens in a new window).

Learning outcomes

To understand the background to retirement provision in the UK and assessing individual clients’ needs
To understand the main HMRC rules as they apply to registered pension schemes and their tax treatment
To understand the effects of pension simplification and the transitional protections that apply to pre A-Day benefits
To understand the main State pension benefits to which individuals may be entitled to in retirement
To understand the eligibility, features, benefits, restrictions and variations of the various forms of individual pension plans
To understand the eligibility, features, benefits, restrictions and variations of the various forms of defined contribution occupational pe...

Shortened demo course. See details at foot of page.

...
Chapter 10 Risk and return
Risk and return
Types of risk that may affect investment returns
Lifestyling

Chapter 11 Other investments for retirement planning
Individual savings accounts
Direct investment
Collective investment
Employee share schemes
Selling a business
Life assurance investment bonds
Endowment policies

Chapter 12 Pensions and divorce
Introduction
Offsetting
Earmarking
Sharing
Post A-Day effects on pensions and divorce

Chapter 13 Analysing needs and choosing products
Customer circumstances
Making product solutions

Chapter 14 End of course assessments