Introduction to Pensions (Advanced)
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.
Feesfrom £25.00 (+VAT) to £40.00 (+ VAT) per session
FeesAll sessions members £190.00 (+VAT)
non-members £225.00 (+VAT)
5 hoursof CPD
- Pension administration
- Member engagement
- Pensions law
- DB pension scheme funding
- Introduction to Governance
- Employees with pension experience
- Support staff
- Professionals working in related fields such as payroll, accounts and HR
Starting 12 October until 15 October
Hear from the experts
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 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.
Sarah currently works as a Client Relationship Manager on a variety of schemes with experience in both DB and DC pensions.
Sarah is accountable for managing all aspects of service delivery and acting as a liaison between administration and specialist teams, as well as working with external advisers.
Sarah joined Barnett Waddingham in 2006 as a pension administrator, becoming a Client Relationship Manager in March 2016. Sarah is a Fellow of the Pensions Management Institute, and has recently attained Associate Membership of the Institute of Leadership and Management as a participant in PMI’s Mentoring and Development Programme.
Emily joined Insight in July 2019 and is a Solution Designer in the Client Solutions Group. Emily works on the design and delivery of investment solutions tailored to address the specific risk and return objectives of Insight’s clients. Prior to joining Insight, Emily spent five years at Hymans Robertson as an investment consultant. Here, she advised DB and DC pension scheme clients on funding and investment strategy, manager selection and LDI. Emily graduated from Oxford University with a Masters in Mathematics (First Class). She also has an MSc (Distinction) in Actuarial Science from Cass Business School and is a Fellow of the Institute and Faculty of Actuaries.
Aimee is a Professional Trustee based in Dalriada’s London office, working on a range of DB and DC schemes. She is a qualified actuary and has over 10 years’ experience in pensions. Aimee joined Dalriada in March 2021, having previously worked as the Pensions Manager of Tesco’s £17bn+ DB scheme and held consultancy roles at PwC and Willis Towers Watson. Aimee’s experience includes advising on triennial valuations and leading on scheme risk and governance issues. She is also familiar with all aspects of scheme secretarial duties.
Raluca Curca is an Associate Actuarial Consultant who joined Hymans Robertson as a graduate trainee in 2016. She has worked on a wide variety of client projects since then across Defined Benefit and Defined Contribution pensions, and has specialised in Governance Consulting, with a particular focus on risk management and governance change projects.
Liam is an Associate at Sackers. He advises trustees and employers on a broad range of issues in connection with both DB and DC arrangements.
Liam has experience in advising on and implementing DB scheme mergers and scheme closures, as well as advising on the pension-related aspects of corporate transactions and the Pensions Regulator’s moral hazard regime.
Liam acts for a number of hybrid schemes with DC sections, which have assets up to £2 billion. Liam’s recent DC experience includes advising on transfers of DC sections in hybrid schemes to DC master trusts, providing ongoing advice to DC master trusts and advising on compliance with new legislative and regulatory requirements in respect of DC benefits.
Aaron’s practice is focused on pensions disputes and assists clients in resolving contentious matters. This includes advising clients on member complaints under IDRP and before the Pensions Ombudsman. Aaron also has experience of High Court litigation and has worked on professional negligence matters for clients as well as working on applications to the High Court for directions as to the appropriate construction of pension scheme rules.