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Pensions - Refresher on Rules and Regulations

This one-day workshop will provide a detailed overview of pensions, utilising a range of visual aids, interactive exercises and support materials to help you deal with advice opportunities.

Who should attend?

Those looking to:

  • Refresh the knowledge and application skills as a Financial Adviser/Paraplanner at Chartered (level 6)
  • Fulfil a client-focussed structured CPD session of seven hours


Duration Duration: 1 day

Attendees No of attendees: 12-16

Format Format: Online / Face to Face

CPD CPD: Recognised

Learning outcomes

By the end of the course the delegates will have covered:

Money in: Annual Allowance (AA) and tax relief

  • Tax relief – limits and how claimed
  • AA ground rules – DC and DB schemes
  • Tapered AA
  • Carry forward
  • Planning ideas to maximise contributions
  • AA charge and how to minimise or avoid it

Day to day pension management

  • Reviewing less common pension products
  • Death benefits
  • Income options

Money out: Lifetime Allowance (LTA)

  • LTA ground rules
  • Calculating LTA values in different client scenarios
  • Protection regimes
  • Trivial pensions/small pots

Planned changes to Pensions

To discuss this course or your learning needs

Your CII Relationship Manager would be delighted to explore your learning needs and can draw on the expertise within the CII Learning Solutions team to support you further. 

Please speak with your Relationship manager in the first instance or contact for more information.