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 individual’s pension planning

Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning

Analyse the options and factors to consider for drawing pension benefits

Explain the structure, relevance, and application of State schemes to an individual’s 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.