Current Pensions and Finance Issues
Revised and up to date for 2023/24. Designed to get you up to speed with current pensions and finance issues, this course signposts the changes currently taking place and those yet to come.
This course is not currently available
This course will enable you to
- Understand the new state pension
- Be able to detect pension scams
- Enhance your understanding of current pensions and financial issue
- Effectively guide clients with regard to their ongoing automatic enrolment responsibilities
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 changes currently taking place and those yet to come.
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Contents
- State pension 2016 and beyond
- What is the state pension?
- What is the "old system"?
- What is the state pension age?
- What is the starting amount for the new state pension?
- How could those already retired top up their state pension?
- How can you top up the state pension from April 2016?
- What happens to an individual's state pension if they pass away?
- Who will benefit from the new state pension?
- What is the likely future of the state pension?
- The latest on automatic enrolment
- What is the re-enrolment process?
- What factors do employers need to consider when re-enrolling employees?
- How do employers choose their pension providers?
- What are the net pay and relief at source methods?
- What changes have been made to auto-enrolment thresholds and minimum pension contributions?
- What does The Pensions Regulator do?
- What changes have been made to employer duties regarding auto-enrolment?
- What steps should SMEs take to implement automatic enrolment?
- How do I declare a company exempt from auto-enrolment?
- What does the future hold for pension providers?
- How successful is automatic enrolment?
- Is governance an opportunity for accountants?
- Pension and savings changes
- What is the annual allowance?
- What changes may be made to the annual allowance?
- How do adjusted income and threshold income determine annual allowance?
- What is lifetime allowance?
- What is the lifetime ISA?
- What is a pensions dashboard?
- What reforms are being made to pension tax relief?
- What could replace the current pensions regime?
- What are the challenges of transitioning to a new pensions system?
- What are the changes to QROPS?
- What are the implications of the cut in dividend allowance?
- Pension freedom
- What is the money purchase annual allowance?
- What is a lifetime annuity?
- What is a drawdown pension?
- What is a flexi-access drawdown?
- What are pension death benefits?
- How can a beneficiary pass death benefits to a successor?
- What has happened since the implementation of the new pension freedom rules?
- What do savers want under the new system?
- What does the future hold for annuities?
- What are the charges on exiting a pension fund?
- How can you reclaim overpayed tax on pension funds?
- Are people paying the wrong tax on pension income?
- Pension and finance scams
- How common are pension and finance scams?
- What is the Financial Services Register?
- What are the warning signs of a pension scam?
- What tactics are fraudsters using?
- What is Project Bloom?
- What are the tax consequences of pension liberation?
How it works
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This course is not currently available. To find out more, please get in touch.