Current Pensions and Finance Issues
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.
Current Pensions and Finance Issues
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.
