Pension Training Courses

Print
PDF

Pension Training CoursesWe deliver bespoke training packages that help all those involved in their pension schemes to understand the complex environment of pensions.

These courses cover UK Pensions and can be tailored to deliver at the following levels:

  • Beginners
  • Intermediate
  • Advanced

We also deliver courses addressing the specific needs faced by trustees, and can help in meeting their Trustees Knowledge and Understanding (TKU) obligations.

Typical Topics Covered for Pension Training courses

  • Overview of pensions in the UK including State and Private Pensions.
  • Current requirements for an employer in respect of Stakeholder Pensions.
  • The role of trusts and trustees in the pension environment.
  • Tax advantages of pensions.
  • Investment options under pension arrangements.
  • Legislative requirements under the 1995 and 2004 Pensions Acts.
  • Contribution and Benefit Limits.
  • Contracting Out.
  • Options for early leavers.
  • Options at retirement.
  • Death benefits.
  • Equality issues affecting pension schemes.
  • Pensions and divorce.
  • Future proposals – e.g. the impact of the introduction of Personal Accounts in 2012.

Please contact the Reading office if you are interested in our pension training courses.