Module 8: Company Forms, Accounting and Risk Management

Why does a pension adviser need to understand company forms, reading a balance sheet and risk management? A pension is a financial promise spanning decades. An adviser may not simply recommend the most expensive scheme, but must first investigate whether the company can actually afford that pension now and in the future. In this module you will learn how companies are legally structured, how to measure the financial health of a business using the balance sheet and key ratios, how pensions appear on the balance sheet, and how companies deal with risks.