R04 Live Revision Workshop

Pensions & Retirement Planning

This online revision course is designed to help you feel more prepared for your exam. The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues. 

The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding.

Find full course information below.

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Live Workshop Information

This online revision course is designed to help you feel more prepared for your exam. The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues. 

The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding.

Your Workshop will cover:

1. Taxation of pension schemes
2. Different types of pension scheme
3. Annual Allowance, Money Purchase Annual Allowance (MPAA), charges
4. Lifetime Allowance
5. Transitional Protection Regimes
6. Alternatives to pensions

This workshop is delivered online, via Zoom, over 4 x half day workshops, between 13:15pm - 16:30pm (UK).

Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online training session, ensuring all candidates are fully engaged to maximise the learning experience.

Your training course will be interactive, with the use of screen share, virtual whiteboards, polls/quizzes and breakout rooms for smaller group discussions. You will also receive a recording of the entire workshop post course, along with all supporting documents used.

The maximum continuous screen time during any session will be 45 minutes and the workshops will have breaks.