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
- Defined benefit pension scheme funding
- Introduction to Governance
- Employees with pension experience
- Support staff
- Professionals working in related fields such as payroll, accounts and HR
Starting 8 June until 11 June
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.
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.
Ciaran works alongside Dalriada's trustee representatives and provides actuarial support across a range of clients. In particular, he provides actuarial input on external actuarial advice obtained by Dalriada's trustees. He has considerable experience in operating our internal actuarial software system as well as managing asset transitions, asset-liability modelling and monitoring the investment performance of asset strategies.
Ciaran joined Dalriada in 2015 after graduating with a First-Class Honours degree in Mathematics and Statistics from the University of Edinburgh and qualified as a Fellow of the Institute and Faculty of Actuaries in 2019.
Harriet assists with advising trustee boards and sponsoring employers on a broad range of pensions issues in relation to both DB and DC arrangements.
Her experience includes advising trustee boards on their fiduciary duties, potential conflicts of interest, auto-enrolment compliance and The Pension Regulator’s clearance process. She has also assisted with advising sponsoring employers on the legal implications of inadvertently triggering a statutory debt and the solutions available.
Harriet has also recently provided advice in relation to overseas pension transfers, winding-up and GDPR compliance.
Aaron is an Associate at Sackers and part of the firm’s Pensions and Investment Litigation team.
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.
Ian has over 30 years in the industry and joined Aon in 1988. Ian is a Client Manager and Scheme Secretary lead and works with a number of companies in a range of industries, including multinationals that either have single arrangement or multiple schemes.
Ian believes good governance is core to driving actions forward and determines at what pace the Trustee Board can operate. A strong functioning secretariat enables the successful and swift identification of Trustee objectives, which in turn ensures that the Board focuses on those actions where it has most impact.