Course Detail

Pension Retirement Planning and Calculations Duration: 1 Week/s

Course Information

  • Course Price £4260 Plus VAT
  • Location UK Courses
  • Course Code PRPC
  • Course Date 9 Aug Ė 13 Aug 2021

Course Objectives

The objective of this course is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues. The course is for pensions administrators and is designed to demonstrate competence in the manual calculation of benefits of occupational pension schemes.

Who Should Attend?

Pension schemes administrators, Pension accounting staff, Pension reporting staff, Pension fund managers, Regulators, Pension governance specialists, Trustees, etc.


Course Overview

  • Understand the political, economic, and social environmental factors which provide the context for pensions planning

  • Understand the relevant aspects of pensions law and regulation to pensions planning

  • Understand the structure, characteristics, and application of Defined Benefit (DB) schemes to an individualís pension planning

  • Analyse the range of Defined Contribution (DC) scheme options as they apply to an individualís pension planning

  • Analyse the options and factors to consider for drawing pension benefits

  • Explain the structure, relevance, and application of State schemes to an individualís pension planning

  • Evaluate the aims and objectives of retirement planning, including the relevant investment theories

  • Calculate and Quote DB & DC Pension Scheme Death Benefits for Members without Special Circumstances

  • Calculate and Quote DB & DC Pension Scheme Leavers Benefits for Members without Special Circumstances

  • Calculate and Quote DB & DC Pension Scheme Retirement Benefits for Members without Special Circumstances

  • Calculate and Quote DB & DC Pension Scheme Death Benefits for Members with Special Circumstances

  • Calculate and Quote DB & DC Pension Scheme Leavers Benefits for Members with Special Circumstances

  • Calculate and Quote DB & DC Pension Scheme Retirement Benefits for Members with Special Circumstances

  • Calculate and Quote DB & DC Pension Scheme Transfers in and Transfers Out for Members


  • Dynamic presentations support each of the topics together with interactive sessions of discussion. Attendees will have the opportunity to practice these skills.

    Course Materials

    Case studies, small group work, exercises and feedback will be used to facilitate learning.