Course Overview
The Guernsey Retirement Annuity Trust Scheme is an ideal way for Guernsey residents to structure their pensions. This course is suited to those who wish to learn more about Guernsey Retirement Annuity Trust Schemes (RATS), their purpose and who can benefit from them.
This course is ideal for those:
- Working with clients who require specialists in RATS and pensions
- Looking to expand their Guernsey pension knowledge in a personal capacity
Course Content
The course will cover the following topics:
- The pensions environment in Guernsey
- The need for private pension provision
- What is a RAT?
- Why use a RAT?
- Who can benefit?
- Code of Practice
- Duties and responsibilities of trustees
- Investments
- Loans from the RAT
- Annual accounts.
Case studies
Course Benefits
By attending this course delegates will:
- Be made aware of the parties to the RATS
- Understand the purpose of RATS and who can benefit from them
- Be introduced to the duties and responsibilities of the trustees
- Be aware of the nature of the investments made by the RATS
- Understand loans from the RATS and potential benefits
- Understand the taxation issues involved.
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 224570.
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