Course information

Retirement and Pensions Training Course Outline

Module 1: Introduction to Retirement and Pensions

  • Overview of Retirement Planning
  • Importance of Early Planning
  • Common Retirement Goals
  • Basics of Pension Systems
  • Retirement Savings Vehicles
  • Employer-Sponsored Retirement Plans
  • Individual Retirement Plans

Module 2: Financial Planning for Retirement

  • Assessing Retirement Needs
  • Creating a Retirement Budget
  • Managing Debt in Retirement
  • Emergency Funds and Contingency Planning
  • Investment Strategies for Retirement

Module 3: Retirement

  • Retirement Age for
    • Men
    • Women
  • State Pension for Men and Women
  • How to Claim State Pension?
  • Personal and Workplace Pensions
  • Self-Employed

Module 4: Plan Requirement Income

  • Check When to Retire
  • How Much Pension You Could Get?
  • Increase Pension
  • Financial Support
  • How to Decide When to Retire?

Module 5: Pensions

  • Types of Pensions
  • Setting Up a Pensions

Module 6: Personal Pensions

  • Introduction to Personal Pensions
  • Types of Personal Pensions
  • Paying into a Personal Pension
  • Choosing a Personal Pension

Module 7: State Pension

  • Who Gets Basic State Pension?
  • National Insurance Qualifying Years
  • How Much You Get in State Pension?
  • Eligibility for New State Pensions
  • How to Claim New State Pension?

Module 8: Workplace Pensions

  • Types of Workplace Pension Schemes
  • Eligibility for a Workplace Pension
  • How Much Need to Contribute to Pension Pot?
  • Pension Pot After Job Change
  • Time of Pension Withdrawal 

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Who Should Attend this Retirement and Pensions Training Course?

This Retirement and Pensions Training Course is designed for a diverse audience seeking comprehensive knowledge and practical skills in navigating the complexities of retirement planning. It is ideally suited for:

  • HR Professionals
  • Financial Advisors and Planners
  • Business Owners
  • Social Welfare Professionals
  • Insurance Agents
  • Accountants
  • Investment Managers

Prerequisites of the Retirement and Pensions Training Course

There are no formal prerequisites for attending Retirement and Pensions Training Course.

Retirement and Pensions Training Course Overview

Retirement and pensions constitute a vital component of the social and financial landscape. The nation operates a comprehensive pension system that encompasses both state and private provisions, reflecting a commitment to ensuring citizens have a secure and comfortable retirement. The pension framework has evolved to address demographic shifts, economic considerations, and changing retirement patterns.

This training course covers all the key aspects required to make informed decisions while crafting retirement plans for clients. Navigating investment strategies to secure a comfortable and financially stable post-working life enables individuals to enhance their career opportunities for higher designations.

The Knowledge Academy’s 1-day Retirement and Pensions Training Course equips delegates with the pension systems and financial planning strategies necessary to understand the nuances of retirement income sources. While attending this training, delegates will learn about personal pensions that help individuals save money for their retirement. They will also learn about the factors to consider when deciding when to retire, including monetary and financial factors.

Course Objectives

  • To examine the impact of inflation and tax implications
  • To facilitate a smooth transition from work to retirement
  • To address legal and estate planning considerations for retirees
  • To explore the nuances of different pension systems and structures
  • To guide delegates in managing the risks associated with retirement
  • To analyse retirement income sources, including Social Security and pensions

After completing Retirement and Pensions Training Course, delegates will emerge with a profound ability to navigate the complexities of retirement planning. They will be able to construct effective retirement budgets, manage investments wisely, and strategically utilise various retirement income sources, including social security and pensions.

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What’s Included in this Retirement and Pensions Training Course?

  • World-Class Training Sessions from Experienced Instructors   
  • Retirement and Pensions Certificate
  • Digital Delegate Pack

Why choose us

Our Vancouver venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

­­­­Vancouver, a popular and beautiful city in the Canadian province of British Columbia, has an average population of roughly 603,500 spread across 44.39 square miles of land.  At The Knowledge Academy, we offer 50,000 classroom based training courses throughout the different areas of Vancouver, in order to enhance people’s learning in an array of subject areas.  Education in Canada is generally funded by federal, provincial, and local governments; the system is divided into primary, secondary and post-secondary education and is operated under provincial jurisdiction.  On the whole, there are 190 days in a school year, starting in September and ending towards the last Friday of June.  Some popular and highly regarded universities in Canada include: the University of Toronto (notable alumni including: William Lyon Mackenzie King, Vincent Massey, Donald Sutherland and Lesra Martin), the University of British Columbia (notable alumni including: Eddie Peng, Justin Trudeau and Nardwuar the Human Serviette), and the University of Alberta (notable alumni including: Dayo Wong, George Stanley and Beverley McLachlin).  In Vancouver, it is compulsory for residents under the age of 16 to complete compulsory schooling – from low level elementary (kindergarten + grades 1-7), to high level secondary (grades 8-12); Vancouver’s secondary schools are also commonly subdivided into two groups - starting with junior secondary and then followed by senior secondary level.  In most cases, expatriates of Vancouver will send their children to public schools.  The public schools in Vancouver are generally well-respected – scoring highly in student assessments at an international level, as well as nationally, and students normally have a reputation for positive academic success and achievements. Other residents of Vancouver opt for their children to attend private schools instead; although private schools are few-and-far-between in the area as opposed to other areas of Canada, there is still nonetheless a large private school community, most of which is largely either a religious or international institution.  

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Address

World Trade Centre
999 Canada Place
Suite 404
Vancouver
British Columbia
V6C 3E2

 

T: +1 6474932992

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Retirement And Pensions Training Course in Vancouver. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Retirement And Pensions Training Course in Vancouver, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Retirement And Pensions Training Course in Vancouver FAQs

There are numerous factors to consider while deciding on retirement, which include calculating living costs, determining desired retirement income, setting a budget, and calculating retirement costs.
At the end of this training course, delegates will be able to ensure financial security and a comfortable lifestyle for individuals as they cease formal employment. They will also be able to navigate the evolving landscape of pensions that enhance their career opportunities.
In this Retirement and Pensions Training Course, you will also learn about retirement planning, pension systems, retirement saving vehicles, retirement income sources, pension income, income stream, types of pensions, personal pensions, the basics of state pensions, workplace pensions, and other related concepts.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is [ 1 ] day(s)
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The training fees for Retirement and Pensions Training Course certification in Vancouver starts from CAD1695
The Knowledge Academy is the Leading global training provider for Retirement and Pensions Training Course.
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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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