Current Pensions and Finance Issues

by Rob Weaver

Revised and up to date for 2024/25. 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 upcoming state pension age increase, inheritance tax, and pension freedoms. It will also introduce you to automatic enrolment and various pension tax reliefs.

price £100+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 2024/25. In recent times, pensions systems and the legislation that governs them have undergone a dramatic upheaval, and savings are more vital than ever. With automatic enrolment and pension freedoms constantly evolving, the abolishment of lifetime allowance, and big changes to inheritance tax on the horizon, clients and employers will require advice in an increasingly technical area.

This course will get you up to speed with recent changes, as well as serving as a roadmap for upcoming developments. You will learn about automatic enrolment and the various allowances linked to pension contributions, and you will be able to advise on available reliefs. Having completed this course, you will be able to confidently provide assistance on a subject that's on everyone's minds.

Look inside

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Contents

  • Pensions themes
    • The importance of understanding pensions
    • Emergency savings and tax relief
    • Enough for retirement?
    • Possible future proposals
    • 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
    • Allowance changes
    • Understanding lifetime annuity
    • Pension income drawdown
    • Flexi-access drawdown
    • Pension death benefits
    • Passing on death benefits
    • The impact of pension freedoms
  • 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 and limited liability partners
    • 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
    • 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 hours1,500+ unitshourshours1,500+ unitshourshours
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Why not upgrade?

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Licence

All you need for this year and more.
Access to this course
Total CPD unitshourshours1,500+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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 unitshourshours1,500+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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 unitshourshours1,500+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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 unitshourshours1,500+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team's needs
Learn more

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