Understanding the State Pension

Advice NI

Advice NI

Cost: See costs above
This short and practical overview will help you understand how the State Pension actually works and how old and new contributions are treated.
  • This course will teach learners the basics as well as more in-depth knowledge, making it appropriate for all. It will cover:

    • The State Pension, Working Life, and National Insurance.
    • How pensions work for couples, single people, and those who have experienced bereavement or divorce.
    • Deferring Pensions and working beyond retirement age.
    • Retirement planning, tax, savings and private pensions and how they interface with the State Pension
    • How the transition between old and new pensions are managed
  • Who Should Attend

    The course is suitable for advisers, anyone interested in personal retirement planning, financial advisers, HR staff, trade union representatives, lawyers and anyone working with older people

  • Pre-Learning Requirements - No pre-learning requirements

  • CPD - This course is worth 3 CPD hours under the Northern Ireland Advice Quality Standard

  • Professional Framework

    This is a CPD course to develop knowledge in the area of state pension. It links to The Money & Pension Service ‘Money Guidance Competency Framework and to a range of National Occupational Standards for Legal Advisers including:

    • SFJIB19 - First line welfare rights legal advice
    • SFJIB20- Provide specialist welfare rights legal advice
  • Fees

    Advice NI Members - £55

    Voluntary/Community - £65

    Private - £85

Tue 9 August

Tue 10:00 AM - 1:00 PM BST

  • Online via Zoom


Want to run this course in-house? Enquire about running this course in-house None of these dates work for you? Suggest another date & time

  • Advice services
  • Pensions

Date and Time

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