Pension Course Curriculum

Be sure to stay ahead of the game

  • 1

    Welcome to the course!

    • Introduction

    • Warning and Disclaimer - Money or Your Life?

    • Why Trust Me? Who do You Trust?

    • Pension Basics - As Jargon Free as Possible

    • Getting Scams Out of the Way

    • DIY Options (for experience only)

    • State Provision and Retreat to the Bunker

    • Why You Need to Pay attention to your Pension

    • Avoiding Pension Poverty in Retirement
  • 2

    Intergenerational Pension Warfare

    • Introduction

    • There's No Such Thing as Pension Security Anymore

    • Liabilities, liabilities, liabilities

    • Mandatory Pension Savings - How Auto Enrolment Fails

    • The Public Sector Pension Timebomb

    • You Pay Their Pensions
  • 3

    Pension Income to Last Retirement

    • You have No Control and Flexibility translate to Risk

    • Comparing Pension Income Options

    • Investment Manager or Discretionary Fund Manager?

    • Risks to Pension Income

    • The Charge Performance Relationship

    • Charges and Legal Scamming

    • Investment Risks

    • Annuities? At these rates?

    • Defaults
  • 4

    Important Estate planning

    • Relevance of Estate Planning - Not just your Lordship

    • The Knights and their Trusts

    • Taking Aim in the Inheritance Tax Casino
  • 5

    Baby Boomer

    • Introduction - Are you Feeling Lucky, Punk?

    • Income Requirements and Cash Availability

    • Can You Prevent Your Money Running Out?

    • Maximising Returns on Funds

    • Making your Money Last

    • Best Returns - For Who?

    • Review of Investment Managers

    • Social Care - Who's Looking Out for You?
  • 6

    Useful Things

    • More Sex Less Gender - Have you Been a Victim of Discrimination

    • IFA Scam UPFLS and a Hong Kong FX Fund - A True Story

    • When did Pensions become synonymous with Scams and Fraud

    • A Simple Guide to Getting Compensation

    • Getting Grumpy with GMP

    • Insights to a Defined Benefit Pension Transfer