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Pension Consultant Training

CPD Accredited | Free PDF & Hard Copy Certificate included | Free Retake Exam | Lifetime Access

Training Express Ltd


£12 inc VAT
Study method
2 hours · Self-paced
Access to content
Lifetime access
No formal qualification
10 CPD hours / points
  • Digital certificate - Free
  • Hard copy certificate - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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From understanding the intricacies of pension consulting to navigating the complex regulatory framework we have it all here! You'll dive into retirement planning, pension scheme assessment, selection, and implementation, ensuring you have a strong foundation in the field.

Maximising pension benefits and optimising investment strategies are essential components, allowing you to offer valuable advice to clients. You'll also gain expertise in compliance, ensuring your practice adheres to the regulatory standards. Effective communication and client relationship management skills are honed to help you build lasting partnerships with your clients.

By the end of this course, you'll be proficient in providing strategic pension advice, making informed decisions on scheme selection and investment, and ensuring compliance with industry regulations. You'll be well-prepared for a range of career opportunities in the field of pension consulting, ready to serve individuals and organisations in the UK.

Key Features

  • CPD Accredited
  • FREE PDF + Hardcopy certificate
  • Fully online, interactive course
  • Self-paced learning and laptop, tablet and smartphone-friendly
  • 24/7 Learning Assistance
  • Discounts on bulk purchases


10 CPD hours / points
Accredited by CPD Quality Standards

Course media



Course Curriculum

  • Module 01: Introduction to Pension Consulting
  • Module 02: Retirement Planning and Pension Scheme Assessment
  • Module 03: Pension Scheme Selection and Implementation
  • Module 04: Pension Transfers and Consolidation
  • Module 05: Pension Investment Strategies
  • Module 06: Maximising Pension Benefits
  • Module 07: Compliance And Regulatory Framework
  • Module 08: Communication and Client Relationship Management

Learning Outcomes:

  • Analyse retirement needs and recommend suitable pension schemes.
  • Implement pension schemes while adhering to regulatory requirements.
  • Develop effective pension investment strategies.
  • Maximise pension benefits for clients.
  • Ensure compliance with the regulatory framework.
  • Build and manage client relationships successfully.


This course is CPD Quality Standards (CPD QS) accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.


After completing this course, you will get a FREE Digital Certificate from Training Express.

Who is this course for?

  • Financial Advisors
  • HR Professionals
  • Insurance Agents
  • Accountants
  • Investment Analysts
  • Legal Professionals
  • Recent Graduates
  • Career Changers

Career path

  • Pension Consultant
  • Retirement Planning Advisor
  • Pension Scheme Analyst
  • Compliance Officer in Pension Firms
  • Investment Strategist for Retirement
  • HR Manager with Pension Expertise

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.


Digital certificate

Digital certificate - Included

Once you’ve successfully completed your course, you will immediately be sent a FREE digital certificate.

Hard copy certificate

Hard copy certificate - Included

Also, you can have your FREE printed certificate delivered by post (shipping cost £3.99 in the UK).
For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.
Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.


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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.