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Pension Consultant Course

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Knowledge Gate


£12 inc VAT
Study method
Online, On Demand What's this?
2.3 hours · Self-paced
No formal qualification
10 CPD hours / points
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students

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Updated 2024

Unlock the secrets of pension consulting! Navigate retirement mazes with ease. From schemes to strategies, be the guide everyone seeks!

Embark on a comprehensive journey into the realm of pension consulting. This course delves deep into essential topics: from introductions to pension consulting, retirement planning insights, all the way to client relationship management. Learn the nuances of pension investment strategies, grasp the importance of compliance, and maximise pension benefits for clients. It's time to elevate your proficiency and forge lasting client relationships.

Dive in now and cement your place in this critical financial sector.

Learning Outcomes:

After completing this course, you will be able to:

  • Evaluate and recommend suitable pension schemes for clients.
  • Implement and oversee pension transfers and consolidations effectively.
  • Formulate robust pension investment strategies.
  • Ensure compliance with the prevailing regulatory framework.
  • Build and maintain robust client relationships through effective communication.


Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.


10 CPD hours / points
Accredited by CPD Quality Standards


2h 21m

Course media


The world of pension consulting awaits your exploration. This course is meticulously crafted to offer profound insights into the multifaceted world of pensions. Journey through the intricacies of retirement planning, assess diverse pension schemes and explore the complexities of transfers and consolidations. With an emphasis on compliance, investment strategies, and the art of client communication, you'll be equipped to provide exceptional service and advice in this crucial sector.

Course Curriculum:

This course contains the following curriculum:

  • Module 1: Introduction to Pension Consulting
  • Module 2: Retirement Planning and Pension Scheme Assessment
  • Module 3: Pension Scheme Selection and Implementation
  • Module 4: Pension Transfers and Consolidation
  • Module 5: Pension Investment Strategies
  • Module 6: Maximising Pension Benefits
  • Module 7: Compliance and Regulatory Framework
  • Module 8: Communication and Client Relationship Management

Who is this course for?

  • Financial advisors aiming to expand their service offerings.
  • Professionals in the retirement planning sector.
  • Those keen on transitioning to the pension consulting industry.
  • Retirement scheme administrators.
  • Finance students with an interest in pension management.


No formal entry requirements exist for the Pension Consultant course, which is open to everyone.


CPD Quality Standard Certificate

Digital certificate - £4.99

Hardcopy Certificate (FREE UK Delivery)

Hard copy certificate - £9.99

Hardcopy Transcript: £9.99

Career path

You can pursue the following career:

  • Pension Consultant (£50,000 - £70,000).
  • Retirement Planning Advisor (£40,000 - £60,000).
  • Pension Scheme Administrator (£30,000 - £45,000).
  • Compliance Officer in Pension Consulting (£45,000 - £65,000).
  • Client Relationship Manager in Pension Sector (£55,000 - £75,000).

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Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.