Length of pension planning course: 1 hour 30 minutes or 2 hours
Summary: With the changes which have been made to state and occupational pensions in recent years and still to happen in the near future, pension planning has never been more complicated. Many people allow the perception that pension planning is overly complicated to overshadow the genuine benefits that arise from planning ahead. This presentation offers “bite size” information to give you a broad overview of the benefits, changes and the financial implications of pension planning.
Suitability: The 1 hour 30 minute course is aimed at employees of all grades & ages. The 2 hour extended course is targeted at high earners who are likely to be affected by the tax limitations on pension savings. The 30 minute extension looks at the Annual and Lifetime allowance in further technical detail.
Overview of workplace pensions
Tax advantages of pension funding
Pension freedom & choice
State pension & benefits
Understanding financial needs in retirement
*section is not included in 1h 30m course
To download a copy of the course description, please click below.Affinity-Connect-Pension-Planning-2.pdf
For further details please contact firstname.lastname@example.org or contact Training on 0800 019 6076 and select option 1.