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Introduction to UK Pensions - Leeds

Wednesday 25 October 2017

Barnett Waddingham, 7th Floor, Pinnacle, 67 Albion Street, Leeds LS1 5AA

Start/End times:
Type of event:
Technical Seminar

Full event details

Is your career in need of a boost? Are you working in either a pension’s role or an allied business area where pension’s knowledge would be advantageous? This introductory workshop is designed for those with little or no previous pension’s knowledge. Our expert panel will talk through the essentials of the pensions industry. From outlining the pension’s law and defining the role of the administrator to shedding light on the design of Trust based pension schemes. We’ll share our insights and update you on the core areas that professionals starting out in the pensions industry need to know, as well as answer any questions you have about the pensions industry.

Topics include:

Setting the scene

  • Essential jargon
  • Parties involved in a pension scheme
  • Types of Trustees

Pensions Law

  • Role of lawyers – Company v Trustee
  • Complaints and the Ombudsman
  • Recent legislation and on the horizon

Design of Trust based pension schemes

  • Defined benefit
  • Defined contribution
  • Retirement benefits
  • Early leavers
  • Ill health benefits
  • Death benefits

Pension Administration

  • Role of the administrator
  • Calculating benefits
  • Communicating benefits
  • Data

Member Engagement

  • Disclosure
  • Advice v guidance
  • New communication channels

Pension Scheme Funding

  • Role of the Actuary and Investment Consultant
  • Contributions
  • Investments
  • Actuarial valuation

Click here to download a copy of the agenda.

How to book

To book please download a copy of the booking form here and send completed application to events@pensions-pmi.org.uk

Members£99.00   All prices displayed exclude VAT
Non-members£149.00   All prices displayed exclude VAT

Individual member bookings

Remember to log in to get access to member discount prices.

Individual member bookings

Group and non member bookings

For non members and companies booking three or more delegates at the same time, please download a copy of the booking form, complete it and return it to us using the contact details below.

Group and non member booking form

Contact details for enquiries or special rates

Floor 20, Tower 42, 25 Old Broad Street, London, EC2N 1HQ

Contact name
Events Team
Contact phone
0207 392 7428
Contact email