PMI Crest
PMI
Introduction to Pensions (Advanced)

Introduction to Pensions (Advanced)

02 October 2024 | 2-3 October
Various fees

Introduction to Pensions (Advanced)

This Introduction to Pensions (Advanced) 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 (Basic) workshop.

To find out more and be the first to register please email events@pensions-pmi.org.uk

  • icon

    Fees

    £60 (+VAT) per session/£240 (+VAT) all sessions for members
    £75 (+VAT) per session/£400 (+VAT) all sessions for non-members
  • icon

    7

    speakers
  • icon

    Online

    Zoom
  • icon

    5 hours

    of CPD

Event Details

THE BASICS

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

Agenda

Starting 2 October until 3 October

2 October | 10:00 - 10:30
Pension administration
  • Disclosure requirements
  • Mandatory disclosure
  • Disclosure on request
  • Data security: legal responsibilities (data protection act and ICO)
2 October | 11:00 - 11:30
Cybercrime and how to protect your organisation
  • The nature and scale of cybercrime
  • The key factors which make organisations vulnerable
  • What you need to do to protect your organisation?
2 October | 15:00 - 15:30
Member engagement
  • Effective communications
  • Pensions dashboard
  • How to improve member engagement
  • The role of technology
  • Consumer behaviour
2 October | 16:00 - 16:30
Investment
  • Different investment approaches
  • Asset classes
  • LDI, CDI
  • Fiduciary management
  • Bundled vs unbundled
  • Segregated portfolios
  • Managed funds
3 October | 10:00 - 10:30
Pension Law
  • Main source of pension law
  • Trustee duties and powers
  • Member disputes 
  • Legal hot topics
3 October | 11:00 - 11:30
Introduction to Governance
  • 21st century trusteeship
  • Conflicts of interest
  • Risk management
  • Liaison between administrators and trustee board
  • Business plan and annual calendars
3 October | 15:00 - 15:30
Defined benefit pension scheme funding
  • 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)

Thank you to our media partners for their continued support