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PMI
Introduction to Pensions (Advanced)

Introduction to Pensions (Advanced)

08 June 2021 | 11 June 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 (+VTA)
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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 8 June until 11 June

8 June | 11 June
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

11 May 2021 | 10:00 – 10:30
Setting the scene (Chairs introduction)
Lesley Alexander
Lesley Alexander
PMI
President
  • Essential jargon
  • Parties involved in pension schemes
  • Types of Trustees

Free | BOOK NOW

8 June | 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

8 June | 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 you need to do to protect your organisation

£30.00 (+VAT) | BOOK NOW

9 June | 10:00 – 10:30
Member engagement
Karen Bolan
Karen Bolan
AHC
Head of Engagement Strategy
  • Effective communications
  • Pensions Dashboard
  • How to improve member engagement
  • The role of technology
  • Consumer behaviour

£25.00 (+VAT) | BOOK NOW

9 June | 14:30 – 15:00
Investment
TBC
TBC
Insight Investment
  • Different investment approaches
  • Asset classes
  • LDI, CDI
  • Fiduciary management
  • Bundled vs unbundled
  • Segregated portfolios
  • Managed funds

£40.00 (+VAT) | BOOK NOW

10 June | 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

10 June | 14:30 – 15:15
Defined benefit pension scheme funding
Ciaran Harris
Ciaran Harris
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

11 June | 10:00 – 10:30
Introduction to Governance
TBC
TBC
  • 21st Century Trusteeship
  • Conflicts of interest
  • Risk management
  • Liaison between administrators and trustee board
  • Business plan and annual calendars

£30.00 (+VAT) | BOOK NOW

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
AHC
- Head of Engagement Strategy

Joining AHC in 2003, Karen has responsibility for the delivery of multi-faceted communication projects for some of AHC’s biggest clients. Karen has extensive experience in leading complex scheme change projects for a wide range of AHC clients.

She has over 30 years’ commercial experience in large corporate organisations including 25 years in senior strategic and operational communication roles. Her corporate experience is combined with excellent pensions knowledge and a proven track record in developing engaging communications strategies for clients.

Karen is an accredited member of, and examiner for, the International Association of Business Communicators (IABC) and has received several international communication awards. In her spare time Karen is a keen cook and accomplished opera singer.

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.

Lesley Alexander
Lesley Alexander
PMI
- President
Ciaran Harris
Ciaran Harris
Dalriada Trustees
-