R04 - Pensions & Retirement Planning

Led by a CII certified trainer, this one day training course costs £65 for members (non-members £85) and is suitable for candidates studying for their R04 and AF3 exams in 2017.

By the end of the day delegates will able to:

• understand the economic and demographic pressures on providing income in later life

• understand the legal restraints on saving into a pension product

• calculate accurately the available Total Pension Input for an individual in both money purchase and final salary schemes including the use of carry forward and, if appropriate, calculate the correct Annual Allowance Charge

• identify the different pension accumulation options available to individuals

• understand the factors that should be established to advise on investment in the accumulation phase of a pension

• understand the main alternatives to pensions in making provision for later life

• explain how the state pension is calculated for someone reaching state pension age before and after 6 April 2016

Schedule

9am - Registration

9.30am - Morning session

12.45 - Lunch (buffet lunch provided)

13.30 - Afternoon session

16.45 - Day finishes

There will be a 15 minute break in the morning and afternoon and refreshments will be provided throughout the day.

Full joining instructions will be sent to those who have registered, shortly before the first session takes place.

Online Booking
If you would like to join us for this event, please click on the Book Now button below.

For AF3 candidates, we are also offering a 3 day revision course which includes the above. Click here for further details.