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PMI
Introduction to Pensions (Advanced)

Introduction to Pensions (Advanced)

12 October 2021 | 15 October 2021
From £25 to £40 (+ VAT) per session

Introduction to Pensions (Advanced)

This introductory workshop is suitable for those who have some understanding of pensions but need to improve their knowledge of pension in the wider savings and employee benefits context to a more advanced level than our Introduction to Pensions workshop - The Basics.

Our expert panel will talk through the current issues and challenges surrounding the pensions industry, from outlining the pensions law and the valuation process for DB pension scheme funding to the importance of investment and its elements.

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    Fees

    from £25.00 (+VAT) to £40.00 (+ VAT) per session
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    Online

    Zoom
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    Fees

    All sessions members £190.00 (+VAT)
    non-members £225.00 (+VAT)
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    5 hours

    of CPD
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    8

    speakers

Event Details

THE BASICS

Topics of discussion:
  • Pension administration
  • Cybersecurity
  • Member engagement
  • Investment
  • Pensions law
  • Defined benefit pension scheme funding
  • Introduction to Governance
Who should attend:
  • Employees with pension experience
  • Support staff
  • Professionals working in related fields such as payroll, accounts and HR
The venue
Event Venue Zoom

Agenda

Starting 12 October until 15 October

12 October | 15 October
Introduction to Pensions (Advanced)
  • Pension administration
  • Cybercrime and how to protect your organisation
  • Member engagement
  • Investment
  • Pensions law
  • Defined benefit pension scheme funding
  • Introduction to Governance

Members £190.00 (+VAT)/Non-members £225.00 (+VAT) BOOK FOR ALL SESSIONS

12 October | 10:00 – 10:30
Pension administration
John Walker
John Walker
Barnett Waddingham LLP
Team Technical Lead
  • Disclosure requirements
  • Mandatory disclosure
  • Disclosure on request
  • Data security: legal responsibilities (data protection act and ICO)

£30.00 (+VAT) | BOOK NOW

12 October | 14:30 – 15:15
Cybercrime and how to protect your organisation
Jim Gee
Jim Gee
Crowe UK LLP; Visiting Professor and Chair of the Centre for Counter Fraud Studies at University of Portsmouth
Partner and National Head of Forensic Services
  • The nature and scale of cybercrime
  • The key factors which make organisations vulnerable
  • What do you need to do to protect your organisation?

£30.00 (+VAT) | BOOK NOW

13 October | 10:00 – 10:30
Member engagement
Karen Bolan
Karen Bolan
Gallagher Employee Experience & Communication
Director, Retirement Communication
  • Effective communications
  • Pensions dashboard
  • How to improve member engagement
  • The role of technology
  • Consumer behaviour

£25.00 (+VAT) | BOOK NOW

13 October | 14:30 – 15:00
Investment
Nick Ivey
Nick Ivey
Insight Investment
Senior Solution Designer, Client Solutions Group
  • Different investment approaches
  • Asset classes
  • LDI, CDI
  • Fiduciary management
  • Bundled vs unbundled
  • Segregated portfolios
  • Managed funds

£40.00 (+VAT) | BOOK NOW

14 October | 10:00 – 10:30
Pension law
TBC
TBC
Sackers
  • Main source of pension law
  • Trustee duties and powers
  • Member disputes 
  • Legal hot topics 

£30.00 (+VAT) | BOOK NOW

14 October | 14:30 – 15:15
Defined benefit pension scheme funding
TBC
TBC
Dalriada Trustees
  • The valuation process including setting the technical provisions and process timescales
  • Essential valuation documents
  • Actuarial reports
  • Summary funding statements
  • Different type of scheme valuations (ongoing, discontinuance, section 179, corporate work)

£40.00 (+VAT) | BOOK NOW

15 October | 10:00 – 10:30
Introduction to Governance
Raluca Stanescu
Raluca Stanescu
Hymans Robertson
  • 21st century trusteeship
  • Conflicts of interest
  • Risk management
  • Liaison between administrators and trustee board
  • Business plan and annual calendars

£30.00 (+VAT) | BOOK NOW

Speakers

Hear from the experts

Jim Gee
Jim Gee
Crowe UK LLP; Visiting Professor and Chair of the Centre for Counter Fraud Studies at University of Portsmouth
- Partner and National Head of Forensic Services

Jim is a Partner and Head of the National Forensic Services team at Crowe UK. His team helps organisations to protect themselves against a variety of problems such as cybercrime, fraud, bribery and corruption and to make sure they are secure. Where necessary, if their protection fails, to investigate, respond, manage and mitigate any damage. The team also provide litigation support and expert evidence evaluating the operation of contracts and the appropriateness of related payments.

He is a Visiting Professor and chairs Europe’s premier research unit in this area at University of Portsmouth. He has published more than 30 research reports and two books in this area. He was the founding Director-General of the European Healthcare Fraud and Corruption Network covering 28 European countries.

He has worked internationally across 43 countries to date. During more than 25 years as a forensic specialist, he has advised a diverse range of professional services firms, private companies, charities, pension schemes, Ministers (and Parliamentary Select Committees and the Attorney-General in the UK), as well as global mining companies, international Governments (including the Governments of China and New Zealand), and major public sector organisations.

Karen Bolan
Karen Bolan
Gallagher Employee Experience & Communication
- Director, Retirement Communication

Karen is a Retirement Communication Director at Gallagher’s employee communication and experience practice. Combining excellent pensions knowledge with a proven track record in developing engaging communications strategies, she helps trustees and heads of pensions empower members to make informed decisions about their financial future.

An accredited member of the International Association of Business Communicators and a regular speaker at prominent industry events, Karen has more than 35 years experience in senior strategic roles in both retirement and corporate communication.

Karen passionately believes that effective communications can help people feel different about pensions and change their behaviours so that they can enjoy their life after work in exactly the way they want.

John Walker
John Walker
Barnett Waddingham
- Team Technical Lead

John has worked in pensions since 2006, joining Barnett Waddingham in 2014. In his role as Team Technical Lead, John provides technical support to those clients and client teams with particularly complex requirements, as well as supporting the activities of the wider administration business area.

John has previously been a team manager responsible for delivering administration services for a portfolio of clients, and has also taken a secondment opportunity to provide technical support to the administration provider for one of the UK’s largest private sector defined benefit pension schemes.

John is a graduate of York University and an Associate member of the Pensions Management Institute.

Nick Ivey
Nick Ivey
Insight Investment
- Senior Solution Designer, Client Solutions Group