Retirement Planning QLS Diploma

Our course code: NH334

Course fee £375 or from £28 per month

Enrol on our course

The Retirement Planning Diploma course aims to provide learners with knowledge on how to effectively plan for their retirement. This course has been created as an introduction to planning for your retirement.

As planning for your retirement can often seem daunting we aim to help you understand that planning for your retirement should not be an intimidating experience but a positive one instead. Planning for your retirement is much more than just financial planning. It is also advisable to look at other aspects of life such as keeping busy or maintaining a healthy lifestyle. This course will look at key areas that should be considered and will provide the knowledge and skills necessary to effectively plan your time.

This comprehensive and flexible course will break down the planning process into bite-size chunks, with each unit focusing on a particular area you should be thinking about when planning for your retirement. This course would also be ideal for an individual who is looking to offer non-financial advice to those who are looking at retirement plans or who are newly retired.

To be awarded the Diploma in Retirement Planning, learners are required to successfully complete all five units.

Learn to effectively plan for your own retirement, with key information on pensions, health, and keeping busy.

  • Study with winners

    We’re an award-winning learning provider and have been recognised for our cutting-edge learning techniques.

  • At your own pace

    Study this course as quickly or slowly as you wish; we’ll work at a speed that suits you.

  • Unlimited Tutor Support

    Get as much help and support as you want from your personal course tutor via email and phone.

  • Awarding body: QLS

The Quality Licence Scheme is part of the Skills and Education Group, a charitable organisation that unites education and skills-orientated organisations that share similar values and objectives. With more than 100 years of collective experience, the Skills and Education Group’s strategic partnerships create opportunities to inform, influence and represent the wider education and skills sector.

Study Hours

Up to 120 hours which is under 40 minutes per day for 6 months. However, additional hours may be required for reading, writing and research.

Study Method

The course is specially designed for study by distance learning. Throughout the course, there will be self-assessment questions, and tutor marked assignments (TMAs), to enable you to monitor your progress.

Course Duration

You have up to a year to complete this course and we have included a suggested number of study hours. This is usually ample time for learners, even with full-time jobs and other commitments. Don’t worry if you go over the year though, we can organise an extension to your course for an additional fee, which also extends your tutor support.


Throughout this course, you may be expected to complete assignments, essays, research projects, presentations, video/audio recordings, and practical learning sessions to meet the requirements of your course. This information will be included in your study pack detailing exactly what you need to do to accomplish your goals as a student.

Course Outcomes

At the end of this course, successful learners will receive a Certificate of Achievement from QLS (Quality Licence Scheme) and a Learner Unit Summary (which lists the details all of the units you have completed as part of your course). You can read more about QLS here. 

Additional Information

Difficulty - Level 3

Entry requirements - There are no formal entry requirements for this course, however, it is recommended that you have an intermediate ability to read and write English.

Course Content

1: State Pensions

You’ll start with being introduced to the state pension, this is an important element to consider when you retire so you’ll benefit from knowing what it is, the elements within it, and how to claim it. You’ll gain a detailed understanding of this process and be able to identify who to contact for advice if you need to.

2: Private Pensions

If you’ve come to a retirement age, you will probably already contribute to a private pension. During this you’ll learn what a private pension actually is, and the different types that are available. You’ll get a detailed explanation of private pensions, the drawdown process, and investment options. Finally, you’ll learn annuities and who to contact for financial private pension advice.

3: Health and Fitness

Throughout this unit you’ll consider the importance of upholding a healthy lifestyle during retirement. You’ll consider ways in which you can sustain a healthy lifestyle, and understand the implication of not maintaining one. You’ll reflect on factors such as eating the right foods, and the importance of adequate fluid intake. You’ll understand the benefits of exercise, the effects of bad habits, and the importance of a healthy lifestyle too.

4: Keeping Busy

Within this unit, you’ll consider different ways you can keep yourself occupied during retirement, and understand the importance of it. You’ll look at the options of things you can do, including volunteering, travelling, and continuing with work.

5: Future Planning

Finally, in the last unit you’ll look at your future on a deeper level, considering aspects of your life you perhaps haven’t visited before such as leaving a “will” and planning a “funeral”. You’ll learn all the different types of wills available to you, what it actually is, and learn the role of a ‘witness’, ‘executor’, ‘beneficiary’ and ‘trustee’. Next, you’ll understand inheritance tax and how this could be relevant to you.

Frequently Asked Questions

We have some answers to common student questions, but if you can't find the answer you're looking for then please contact us and we will do everything we can to answer your questions.

You don’t need any prior skills in the subject area to start. However, as with all of our courses, we recommend a reasonable level of English reading and writing ability.

We provide all the specially written learning materials you require to study this course at home. The course fee also includes tutor support for the specified duration of your course.

You will receive everything you need to complete this course within the study pack we send to you.

No, this course is assessed by coursework alone.

No, all of the study materials are supplied within your learning pack.

Most students finish comfortably within the course duration period given. However, if you do need more time, your personal tutor support can be extended for an additional fee.

Please check our main FAQs section or Contact Us, we have experienced course advisers who will be delighted to help!