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Pension Consulting: Strategies and Compliance
Advanced Level

Pension Consulting: Strategies and Compliance

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  • 1.5-3 Avg Hours
  • CPD Accredited
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Pension Consulting: Strategies and Compliance

This free online course explains how pension consultants help their clients with financial and retirement planning.
Do you want to learn how to make sure people are financially stable after retiring? This course is a great resource to help you enhance the skills required to guarantee successful retirement planning. We expl... Do you want to learn how to make sure people are financially stable after retiring? This course is a great resource to help you enhance the skills required to guarantee successful retirement planning. We explain how to secure your clients’ financial futures by managing risk, diversifying portfolios and analysing pension funds. Sign up to acquire the skills used by consultants to help people make sound financial decisions for their retirement.
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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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Learner Reviews & Feedback For Pension Consulting: Strategies and Compliance

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Jesse Nana Kwame F. Alison Graduate
loved this course
It was very insightful.
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Robert R. Alison Graduate
loved this course
Great course if you want to learn comparative pensions in the world. Example of this is about the UK.
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Lauren G. Alison Graduate
loved this course
Great course.
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