Private Pension Course
This course empowers finance professionals to master private pension planning. Delve into diverse plan types, tax optimisation techniques, portfolio construction, risk management strategies, and effective client communication skills. Build compliant and efficient retirement solutions that enhance long-term income security and financial outcomes for clients.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Private Pension Course equips you with practical tools to design, assess, and manage private retirement plans effectively. You will explore various plan types, tax-efficient products, and essential legal safeguards, while applying structured methods for asset allocation, glide paths, and risk mitigation. Gain expertise in client onboarding, performance tracking, rebalancing, fee evaluation, and tax strategies to develop robust, compliant pension plans for sustained financial security.
Elevify advantages
Develop skills
- Design private pension plans by quickly comparing DC, DB, and workplace schemes.
- Develop tax-efficient retirement strategies through optimal product selection, limits, and timing.
- Construct pension portfolios aligning asset allocation with risk profiles and retirement timelines.
- Model retirement projections covering returns, inflation impacts, and sustainable withdrawal rates.
- Communicate clearly with clients on fees, risks, and plan options using simple language.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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