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Introduction to Pensions (Advanced)

Introduction to Pensions (Advanced)

05 October 2022 | 06 October 2022

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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

    £45 (+VAT) per session/£210 (+VAT) all sessions for members
    £55 (+VAT) per session/£280 (+VAT) all sessions for non-members
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    8

    speakers
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    Online

    BrightTALK
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    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
  • 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 05 October until 06 October

05 October | 10:00
Pension administration
Sarah Allard
Sarah Allard
Barnett Waddingham
Client Relationship Manager
  • Disclosure requirements
  • Mandatory disclosure
  • Disclosure on request
  • Data security: legal responsibilities (data protection act and ICO)

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05 October | 12:00
Cybercrime and how to protect your organisation
Tim Robinson
Tim Robinson
Crowe U.K. LLP
Senior Manager
  • The nature and scale of cybercrime
  • The key factors which make organisations vulnerable
  • What you need to do to protect your organisation?

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05 October | 14:00
Member engagement
Karen Bolan
Karen Bolan
Gallagher
Director, Retirement Communications
  • Effective communications
  • Pensions dashboard
  • How to improve member engagement
  • The role of technology
  • Consumer behaviour

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05 October | 16:00
Investment
Emily Tann
Emily Tann
Insight Investment
Solution Designer
  • Different investment approaches
  • Asset classes
  • LDI, CDI
  • Fiduciary management
  • Bundled vs unbundled
  • Segregated portfolios
  • Managed funds

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06 October | 10:00
Pension Law
Liam Goulding
Liam Goulding
Sackers
Senior associate
Lucy Bennett
Lucy Bennett
Sackers
Associate
  • Main source of pension law
  • Trustee duties and powers
  • Member disputes 
  • Legal hot topics

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06 October | 12:00
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)

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06 October | 14:00
Introduction to Governance
Raluca Curca
Raluca Curca
Hymans Robertson
Associate Actuarial Consultant
  • 21st century trusteeship
  • Conflicts of interest
  • Risk management
  • Liaison between administrators and trustee board
  • Business plan and annual calendars

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Savvy Investor
Savvy Investor
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