Current Pensions and Finance Issues

by Rob Weaver

Revised and up to date for 2023/24. Designed to get you up to speed with current pensions and finance issues, this course discusses the impact of recent changes to key areas including the State Pension and pension freedoms. It will also introduce you to automatic enrolment and various pension tax reliefs.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Familiarise yourself with key themes and future proposals surrounding current pensions and finance issues
  • Understand the current UK State Pension scheme
  • Calculate the amount of the State Pension
  • Explore the different pension freedoms that are currently available
  • Effectively guide clients by recognising the key concepts and future of automatic enrolment
  • Summarise the various allowances for pensions tax relief

About the course

Revised and up to date for 2023/24. In recent times, pensions systems and the legislation that governs them, have undergone a dramatic upheaval. With automatic enrolment and pensions freedoms constantly evolving, being up to date with the latest legislation and current thinking is paramount and will give good context to those in practice and industry.

This course is designed to get you up to speed with current pensions and finance issues as well as signposting the recent changes and those yet to come. Gain a better understanding of key pension themes and the impact of the changes to the State Pension and pension freedoms. Enhance your understanding of automatic enrolment and the various allowances linked to pension contributions, so you can advise your clients accordingly.

Look inside

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Contents

  • Pensions themes
    • Current issues in the pension industry
    • Emergency savings and tax relief
    • Enough for retirement?
    • Possible future proposals
    • The importance of understanding pensions
    • Pensions jargon buster
  • The State Pension
    • The single-tier state pension
    • The triple lock
    • Increasing the state pension
    • State Pension Age
    • Sustainability of the State Pension system
    • The issues with the State Pension
    • Out with the old...
    • Deferring, boosting, and changing
    • Winners and losers
    • Recent changes and their benefits
  • Pension freedoms
    • Pension freedoms and investment markets
    • The rules for pension freedoms
    • The Money Purchase Annual Allowance
    • Lifetime allowance
    • Understanding lifetime annuity
    • Pension income drawdown
    • Flexi-access drawdown
    • Pension death benefits
    • Passing on death benefits
    • Rise of annuity rates and sales
    • The impact of pension freedoms
    • Thinking about the new system
  • Automatic enrolment
    • Understanding automatic enrolment
    • The key concepts of automatic enrolment
    • Technical and compliance issues
    • Scheme options for employers
    • Choosing a certification rate
    • The Pensions Regulator
    • TPR and automatic enrolment
    • Directors, limited liability partners and auto-enrolment
    • The future of automatic enrolment?
    • Net pay arrangements
  • Pension tax relief
    • Key findings on pension tax relief
    • Tax reliefs to be aware of
    • Understanding annual allowance
    • High earners
    • Lifetime allowance
    • Salary sacrifice
    • Salary sacrifice and pension provision
    • Personal allowance

How it works

Author

Rob Weaver

Rob Weaver BA (Hons) Has worked in the finance industry for over 25 years. He is a former Senior Pensions Consultant at a leading pensions provider. He currently works on a number of consultancy, training and coaching projects including the Level 7 Accountancy Apprenticeship (ICAEW, ACCA, CIMA) through Reed Business School.

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Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours800+ unitshourshours800+ unitshourshours
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Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team’s needs
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Why not upgrade?

Find the best way to complete your CPD

Licence

All you need for this year and more.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Why not upgrade?

Find the best way to complete your CPD

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Licence

Recommended

All you need for this year and more.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

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