Course information

Retirement and Pensions Training Course Outline

Module 1: Introduction to Retirement and Pensions

  • Overview of Retirement Planning
  • Importance of Early Planning
  • Common Retirement Goals
  • Basics of Pension Systems
  • Retirement Savings Vehicles
  • Employer-Sponsored Retirement Plans
  • Individual Retirement Plans

Module 2: Financial Planning for Retirement

  • Assessing Retirement Needs
  • Creating a Retirement Budget
  • Managing Debt in Retirement
  • Emergency Funds and Contingency Planning
  • Investment Strategies for Retirement

Module 3: Retirement

  • Retirement Age for
    • Men
    • Women
  • State Pension for Men and Women
  • How to Claim State Pension?
  • Personal and Workplace Pensions
  • Self-Employed

Module 4: Plan Requirement Income

  • Check When to Retire
  • How Much Pension You Could Get?
  • Increase Pension
  • Financial Support
  • How to Decide When to Retire?

Module 5: Pensions

  • Types of Pensions
  • Setting Up a Pensions

Module 6: Personal Pensions

  • Introduction to Personal Pensions
  • Types of Personal Pensions
  • Paying into a Personal Pension
  • Choosing a Personal Pension

Module 7: State Pension

  • Who Gets Basic State Pension?
  • National Insurance Qualifying Years
  • How Much You Get in State Pension?
  • Eligibility for New State Pensions
  • How to Claim New State Pension?

Module 8: Workplace Pensions

  • Types of Workplace Pension Schemes
  • Eligibility for a Workplace Pension
  • How Much Need to Contribute to Pension Pot?
  • Pension Pot After Job Change
  • Time of Pension Withdrawal 

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Who Should Attend this Retirement and Pensions Training Course?

This Retirement and Pensions Training Course is designed for a diverse audience seeking comprehensive knowledge and practical skills in navigating the complexities of retirement planning. It is ideally suited for:

  • HR Professionals
  • Financial Advisors and Planners
  • Business Owners
  • Social Welfare Professionals
  • Insurance Agents
  • Accountants
  • Investment Managers

Prerequisites of the Retirement and Pensions Training Course

There are no formal prerequisites for attending the Retirement and Pensions Training Course.

Retirement and Pensions Training Course Overview

Retirement and pensions constitute vital components of the social and financial landscape. The nation operates a comprehensive pension system that encompasses both state and private provisions, reflecting a commitment to ensuring citizens have a secure and comfortable retirement. The pension framework has evolved to address demographic shifts, economic considerations, and changing retirement patterns.

This training course covers all the key aspects required to make informed decisions while crafting retirement plans for clients. Navigating investment strategies to secure a comfortable and financially stable post-working life. This course is crucial for HR Professionals, Business Owners, and Social Welfare Professionals to enhance their career opportunities for higher designations.

The Knowledge Academy’s 1-day Retirement and Pensions Training Course equips delegates with the pension systems and financial planning strategies necessary to understand the nuances of retirement income sources. While attending this training, delegates will learn about personal pensions that help individuals save money for their retirement. They will also learn about the factors to consider when deciding when to retire, including monetary and financial factors.

Course Objectives

  • To examine the impact of inflation and tax implications
  • To facilitate a smooth transition from work to retirement
  • To address legal and estate planning considerations for retirees
  • To explore the nuances of different pension systems and structures
  • To guide delegates in managing the risks associated with retirement
  • To analyse retirement income sources, including Social Security and pensions

After completing the Retirement and Pensions Training Course, delegates will emerge with a profound ability to navigate the complexities of retirement planning. They will be able to construct effective retirement budgets, manage investments wisely, and strategically utilise various retirement income sources, including social security and pensions.

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What’s Included in this Retirement and Pensions Training Course?

  • World-Class Training Sessions from Experienced Instructors   
  • Retirement and Pensions Certificate
  • Digital Delegate Pack

Why choose us

Our Hong Kong venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Hong Kong is an autonomous territory of the People’s Republic of China and can be located on the southern coast of China. Hong Kong has a population of around 7 million people. The education system in Hong Kong is mostly based around the English system and it is overseen by the Education Bureau and the Social Welfare Department. One of the earliest schools in Hong Kong was Li Ying College established in 1075. The education level begins with preschool education that is payable education, paid by pupil’s parents. The primary and secondary education is mandatory for every child in Hong Kong to attend from the age of 6 to 18. Higher education remains exclusive in Hong Kong and adult education is a growing sector in Hong Kong, with two non-profit school running evening courses. The University of Hong Kong was founded in 1911 and is the oldest tertiary (higher education) institution in Hong Kong and is organised into 10 academic faculties with English as the main language of instruction. The Education Bureau in Hong Kong also provides educational services for immigrant children from mainland China and other countries. Hong Kong also has 175 internal schools.

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Address

62/F & 66/F
The Center
99 Queens Road
Central
Hong Kong

T: +852 2592 5349

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Retirement And Pensions Training Course in Hong Kong. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Retirement And Pensions Training Course in Hong Kong, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

What our customers are saying

Retirement And Pensions Training Course in Hong Kong FAQs

Retirement and Pensions Training equips professionals with essential knowledge of pension schemes, retirement planning, and regulatory frameworks. It enhances their ability to manage and advise on retirement options, ensuring compliance and effective decision-making for future financial security.
Deciding when to retire involves considering financial stability, health, personal goals, and the desire to pursue new interests. Assessing your long-term security, passion for your current role, and readiness for the transition to post-work life is essential.
Retirement and Pensions Training equips delegates with essential knowledge to navigate complex retirement planning, ensuring financial security and informed decision-making. This expertise empowers them to provide valuable advice, enhancing their professional development and client trust.
In Retirement and Pensions Training, you’ll explore the fundamentals of retirement planning, including pension schemes, financial strategies, and regulatory frameworks. You'll gain insights into managing retirement funds, understanding tax implications, and advising on optimal retirement solutions.
Yes, The Knowledge Academy offers 24/7 support via phone & email before attending, during, and after the course. Our customer support team is available to assist and promptly resolve any issues you may encounter.
In this Retirement and Pensions Training, delegates will have intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.
This Retirement and Pensions Training takes 1-day to complete, during which delegates participate in intensive learning sessions that cover various course topics.
You should receive the confirmation details for the Retirement and Pensions Training within 24-48 hours after registration. If you haven't received it by then, please check your spam folder or contact our support team for assistance.
The Retirement and Pensions Training is ideal for Financial Advisors, HR Professionals, Pension Administrators, and anyone involved in retirement planning or pension management. It's also beneficial for individuals seeking to deepen their understanding of retirement options and strategies for personal or professional purposes.
There are no formal prerequisites for attending the Retirement and Pensions Training Course.
The Retirement and Pensions Training covers a comprehensive range of topics, including the structure and types of pension schemes, retirement planning strategies, regulatory and legal considerations, tax implications, risk management, and the impact of economic factors on retirement funds.
Yes, after completing this Retirement and Pensions Certification, you will receive a certificate of completion to validate your achievement and demonstrate your proficiency in the course material.
No, there are no exams or assessments for this Retirement and Pensions Training Course.
To register for the Retirement and Pensions Training Course, visit The Knowledge Academy's website, navigate to the course page, and click on the registration button. Fill in the required details, select your preferred schedule, and complete the payment process.
For the Retirement and Pensions Training, you'll need a notepad or digital device to take notes, access to relevant financial documents or case studies, and a calculator to work through pension calculations. Accessing regulatory guidelines or financial planning software is also helpful if applicable.
Yes, you will have access to the course materials even after completing the training, allowing you to revisit the content, reinforce your learning, and apply the knowledge in your professional endeavours.
During the Retirement and Pensions Training, you will have access to expert instructors for guidance and clarification, as well as online resources and study materials. Additionally, there may be interactive sessions, group discussions, and forums where you can ask questions and engage with peers for further support.
Contact the support team at The Knowledge Academy via their customer service email or phone number provided on their website for prompt assistance and resolution of your issue.
The Retirement and Pensions Course provides comprehensive networking opportunities through interactive group activities, discussions, and collaborative projects. Delegates can connect with peers, industry professionals, and instructors, fostering valuable relationships extending beyond the course.
This Retirement and Pensions Course will enhance your retirement and pension planning expertise, making you more valuable in financial advising, HR, and pension management roles. It equips you with the knowledge and skills needed to advance your career and excel in positions that require a deep understanding of retirement strategies and regulations.
The Knowledge Academy in Hong Kong stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking these Retirement and Pensions Courses.
The training fees for Retirement and Pensions Training Coursein Hong Kong starts from HKD14695
The Knowledge Academy is the Leading global training provider for Retirement and Pensions Training Course.
Please see our Finance Courses courses available in Hong Kong
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Best price in the industry

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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