Retirement Planning
Refreshed December 2023 | CPD time: 1 Hour 45 Minutes
Retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life such as how to spend time in retirement, where to live, and when to completely quit working. This module looks at different financial provisions for retirement that are available privately, from the state, and from employers.

Please note that the UK government has announced the abolition of the lifetime allowance and the introduction of new allowances effective from 6 April 2024, which will affect the content of this module. The detail is still subject to legislative changes.
1. Pensions and Provisions
2. Private Provisions
3. Protections and Regulation
4. Money In
5. Money Out
6. Alternatives
Module Test