Understanding the State Pension
Advice NI
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This course will teach learners the basics as well as more in-depth knowledge, making it appropriate for all. It will cover:
- The State Pension, Working Life, and National Insurance.
- How pensions work for couples, single people, and those who have experienced bereavement or divorce.
- Deferring Pensions and working beyond retirement age.
- Retirement planning, tax, savings and private pensions and how they interface with the State Pension
- How the transition between old and new pensions are managed
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Who Should Attend
The course is suitable for advisers, anyone interested in personal retirement planning, financial advisers, HR staff, trade union representatives, lawyers and anyone working with older people
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Pre-Learning Requirements - No pre-learning requirements
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CPD - This course is worth 3 CPD hours under the Northern Ireland Advice Quality Standard
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Professional Framework
This is a CPD course to develop knowledge in the area of state pension. It links to The Money & Pension Service ‘Money Guidance Competency Framework’ and to a range of National Occupational Standards for Legal Advisers including:
- SFJIB19 - First line welfare rights legal advice
- SFJIB20- Provide specialist welfare rights legal advice
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Fees
Advice NI Members - £55
Voluntary/Community - £65
Private - £85
Tue 9 August
Tue 10:00 AM - 1:00 PM BST
- Online via Zoom
Want to run this course in-house? Enquire about running this course in-house None of these dates work for you? Suggest another date & time
- Advice services
Date and Time
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