
Pension Consulting: Strategies and Compliance
Pension Consulting: Strategies and Compliance
What You Will Learn In This Free Course
- Define the duties and responsibilit...
- Describe the professional and ethic...
- Discuss the techniques used to eval...
- Compare the pros and cons of pensio...
- 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
- Compare the pros and cons of pension transfers using a weighing scale
- 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
- 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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