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R04 Pensions and Retirement Planning Revision Course

22 & 23 October 2024, 09:30-16:30 (UK)


This online revision course is designed to help you feel more prepared for your exam. The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues. 

The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding.

booking form link


Agenda across 2 days

Day 1 

9.30am – 4.30pm 

  • Taxation of pension schemes
  • Different types of pension scheme
  • Annual Allowance, Money Purchase Annual Allowance (MPAA), charges

Day 2 

9.30am – 4.30pm 

  • Lifetime Allowance
  • Transitional Protection Regimes
  • Alternatives to pensions 


Workshop format

This workshop is delivered online, via Zoom, over two full dayson the 22 & 23 October 2024, 09:30-16:30 (UK)

Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online training session, ensuring all candidates are fully engaged to maximise the learning experience. 

Your training course will be interactive, with the use of screen share, virtual whiteboards, polls/quizzes and breakout rooms for smaller group discussions. You will also receive a recording of the entire workshop post course, along with all supporting documents used.  

The maximum continuous screen time during any session will be 45 minutes and the day will have plenty of breaks 



  • Members: £249
  • Non-members: £299


How to book

To register for this course, please complete the below form: 

booking form link

For enquiries about this course, please email to:


Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses. By booking on to this course, you are agreeing to our terms and conditions and for your information to be shared with our training provider.

If you have any queries regarding this training, please view our Q&A – Virtual Training document, which may answer some of your queries.