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Covid 19

Covid 19 Update

In light of the new COVID-19 situation, the GTA has closed its office and training rooms to the public until further notice. The GTA team are working hard to move our portfolio of courses online and we will provide an update shortly. During this period please contact us via email [email protected].

Finance, Investments & Funds, Pensions

Guernsey Pension Provision Fundamentals

Course details

Start Date

13 May 2021

CPD Points

7

Cost

£325

Length

2 half days (09:00-12:30). 13 and 20 May 2021.

Course Overview

This course is for those wishing to gain a basic understanding of how pension schemes work together with an overview of the different types of pension arrangements administered in Guernsey.

Course Content

The course will cover:

  • The Guernsey pension industry
  • Types of pension
  • Guernsey regulation
  • Taxation
  • Investment considerations

Course Benefits

Over the two sessions you will look at fundamental aspects of providing and administering pension arrangements. The course will also cover regulatory requirements and the benefits and restrictions of pension provision, as well as a basic introduction to local and international pension schemes.

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 721555.

If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.

Course Tutor

  • Ian Robinson

    Ian Robinson has recently retired as Chief Insurance Officer at Utmost following a career which saw him working in senior positions within the financial services industry for 30 years. Ian has been an active committee member of the Guernsey Association of Pension Providers for 10 years. He has a Diploma in Company Direction from the Institute of Directors, and is a qualified member of the Society of Financial Advisers and a member of the Chartered Institute for Securities and Investment.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.