Pension Consulting: Strategies and Compliance

Name: Pension Consulting: Strategies and Compliance
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Rating: 4 (25 reviews)

This free online course explains how pension consultants help their clients with financial and retirement planning.

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Learning Outcomes

In this free course, you will learn how to:

Define the duties and responsibilities of a pension consultant in the United Kingdom
Describe the professional and ethical standards for pension consultants in the UK
Discuss the techniques used to evaluate an individual's retirement plan
Describe the value of risk aversion and time horizon in pension investment
Explain the consequences of pension withdrawals
Indicate various strategies for optimising pension advantages
Define AML and KYC regulations relative to pension consulting
Compare the pros and cons of pension transfers using a weighing scale
Explain how to establish rapport and trust with clients to foster long-term relationships
Identify the various UK pension plans and align them with individual objectives and financial matters
Outline the implications of transferring pensions
Explain how to maximise pension contributions

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