Pension Training

We deliver bespoke pension training courses that help all those involved in their pension schemes to understand the complex environment of pensions.  All our courses cover UK Pensions, are tailored to deliver at all levels (beginners, intermediate, advanced) and can be evidenced by CPD Certificate.  We also offer specific courses on request and deliver courses addressing the specific needs faced by trustees, helping to meet their Trustees Knowledge and Understanding (TKU) obligations.

Typical topics covered for Pension Training courses include:

• 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 impacting on Occupational Pension Schemes
• Contribution and Benefit Limits
• Contracting Out
• Options for early leavers
• Options at retirement
• Death benefits
• Equality issues affecting pension schemes
• Pensions and divorce
• Auto-enrolment and the impact on employers from 2012

Many of the above can be conducted via a series of webinars. If you are interested in our pension training courses please contact Sarah Munro in the Reading office.