Savings and Pensions Business English

Self-study Course

Intermediate / Advanced Level English

Patrick Jones - Course author

Creator: Sean Roe

This module on the English of Insurance will focus on the key terms associated with savings and pensions. 
We cover subjects including investment products, endowment policies, interest, tax relief and maturity, retirement planning, annuities, and pensions.

Since 2007, I’ve had the honour of helping hundreds of professionals achieve their goal of advancing in an English-speaking business environment. My clients have included executives from some of the top universities, financial institutions, start-ups, and industry leaders in Paris and Berlin.

Teaching is my passion, which is why I feel privileged as a business English trainer to be able to use my experience in finance, insurance, hospitality, wine, and retail to help non-native speakers improve their business comprehension and communication skills.

Savings and Pensions


Accumulating money

Finance Houses

Types of banks


Types of pensions
This course aims to help those working in the financial sector become more comfortable dealing in English with international clients, colleagues and reinsurers. You will learn terms, acronyms, idioms, and expressions used to describe saving plans and pension schemes.

What's included?

  • 30 min training video
  • 3 Quizzes
  • 1 Certification

Course Goal

This course helps professionals  working in the financial sector become more comfortable discussing pensions and savings in English. You will learn many key terms used in this sector, including acronyms and idioms.


Savings and pensions includes the following subjects:
Financial institutions
Savings products
Other investments
Retirement and pensions

Savings and Pensions

Course Lessons

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