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R04 Pensions and Retirement Planning Revision Course

4 x half days, 13:15-16:30 (UK)

Online Revision Course

4 x half days, delivered on the below options:

Cohort 1: 10 March 2025 - 18 March 2025

Cohort 2: 4 June 2025 - 12 June 2025

Cohort 3: 8 October 2025 - 16 October 2025

Cohort 4: 10 December 2025 - 18 December 2025

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.

Members: £199
Non-members: £249

booking form link

 

Agenda across 4 x half-days

13:15pm – 16:30pm (UK) 

  • Taxation of pension schemes
  • Different types of pension scheme
  • Annual Allowance, Money Purchase Annual Allowance (MPAA), charges
  • Lifetime Allowance
  • Transitional Protection Regimes
  • Alternatives to pensions 

 

Workshop format

This workshop is delivered online, via Zoom, over 4 x half day workshops, between 13:15pm - 16:30pm (UK) on:

Cohort 1:
10 March 2025
11 March 2025
17 March 2025
18 March 2025

Cohort 2:
4 June 2025
5 June 2025
11 June 2025
12 June 2025

Cohort 3:
8 October 2025
9 October 2025
15 October 2025
16 October 2025

Cohort 4:
10 December 2025
11 December 2025
17 December 2025
18 December 2025

(Please specific on the booking form, which cohort dates you would like to attend)

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 workshops will have breaks 

 

Price

  • Members: £199
  • Non-members: £249

 

How to book

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

booking form link

For enquiries about this course, please email to: business.enquiries@cii.co.uk


 

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.

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