Irish Pensions Magazine Autumn 2013
10
designations or the Professional Diploma in
Pensions will have covered one or more of the QFA
modules listed above and will therefore be entitled
to exemption(s), Retirement Planning Advice I and
Retirement Planning Advice II are both brand new
modules designed specifically for those working in
this market. Examples of some of the topics covered
include:
• quantifying the retirement income need, using
spreadsheet projections
• charges and the calculation of reduction in yield
(RIY)
• investment risk simulations, including calculation
of value at risk
• pension adjustment orders
• pros and cons of taking a transfer value instead of
relying on a DB preserved pension
• transfers
• pension limits, including the taxation of benefits
taken in excess of relevant limits
• succession and estate planning
• simulating ARF and vested PRSA bomb-out risk
The new Retirement Planning Advisor course and
RPA designation are an exciting new addition to LIA’s
course offering. It is the ideal next step for QFAs, APAs,
and holders of the Professional Diploma in Pensions
who wish to remain ahead of the curve – indeed it
is set to become a ‘must have’ for those advising on
pensions in the future.
To find out more about LIA’s new Professional Diploma
in Retirement Planning Advice visit
or
call LIA on 01 456 3890.
Registration is now open for the first RPA exams,
taking place in January 2014 (closing date Friday, 8th
November 2013).
Article Author
Willie Holmes
Director
LIA
News
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