Description

Think pensions are dull? Think again. The Pension Consultant Training Course is designed to bring clarity to one of the most misunderstood sectors in finance. This engaging online course strips away jargon and walks you through pension schemes, legislation, client assessments, and retirement planning strategies with clear explanations and a touch of wit. Whether you’re new to pensions or looking to sharpen your advisory knowledge, this training offers up-to-date insights that matter—delivered in a way that doesn’t put you to sleep before the second module.

The UK pensions industry handles billions in savings every year, and the need for well-informed consultants isn’t slowing down. With rising demand for retirement guidance and regulatory shifts keeping everyone on their toes, this course helps you keep pace while understanding your role in helping clients make informed decisions. From defined benefits to auto-enrolment, you’ll gain the tools to talk pensions without losing your audience—or your own interest. Everything is delivered online, meaning you can study on your terms, without the awkward roleplays or fluorescent lighting. Just solid knowledge made simple, with a side of professionalism and a few eyebrow-raising facts.

Key Features

CPD Accredited

FREE PDF + Hardcopy certificate

Fully online, interactive course

Self-paced learning and laptop, tablet and smartphone-friendly

24/7 Learning Assistance

Discounts on bulk purchases

Course Curriculum

Module 01: Introduction to Pension Consulting

Module 02: Retirement Planning and Pension Scheme Assessment

Module 03: Pension Scheme Selection and Implementation

Module 04: Pension Transfers and Consolidation

Module 05: Pension Investment Strategies

Module 06: Maximising Pension Benefits

Module 07: Compliance And Regulatory Framework

Module 08: Communication and Client Relationship Management

Learning Outcomes:

Analyse retirement needs and recommend suitable pension schemes.

Implement pension schemes while adhering to regulatory requirements.

Develop effective pension investment strategies.

Maximise pension benefits for clients.

Ensure compliance with the regulatory framework.

Build and manage client relationships successfully.

Accreditation

This course is CPD Quality Standards (CPD QS) accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.

Certificate

After completing this course, you will get a FREE Digital Certificate from Training Express.

CPD

10 CPD hours / points Accredited by CPD Quality Standards

Who is this course for?

Financial Advisors

HR Professionals

Insurance Agents

Accountants

Investment Analysts

Legal Professionals

Recent Graduates

Career Changers

Career path

Pension Consultant

Retirement Planning Advisor

Pension Scheme Analyst

Compliance Officer in Pension Firms

Investment Strategist for Retirement

HR Manager with Pension Expertise

Certificates

Digital certificate

Digital certificate - Included

Once you've successfully completed your course, you will immediately be sent a FREE digital certificate.

Hard copy certificate

Hard copy certificate - Included

Also, you can have your FREE printed certificate delivered by post (shipping cost £3.99 in the UK).
For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.
Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.

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Pension Consultant Training Course

By Training Express

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