R04 - Pensions & Retirement Planning 2017

K2 Leisure Centre
Monday, 10 July 2017
9:00 am – 4:45 pm

Led by a CII approved trainer, this one day training course costs £65 for members (non-members £85) and will cover the accumulation phase of retirement planning together with State Pensions.

It is suitable for candidates studying for their R04 exams in 2017. However, as R04 also requires considerable knowledge regarding taking benefits from final salary and money purchase pensions, we would recommend that R04 candidates attend our one day J05 course in addition to our R04 course.

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


9am - Registration

9.30am - Morning session

12.30 - Lunch (buffet lunch provided)

13.15 - 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.

Delegates will also be joined for this session by those who are attending the three-day AF3 course.

  • K2 Leisure Centre
  • Pease Pottage Hill
  • Crawley
  • RH11 9BQ
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.