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.
-
Fees
£60 (+VAT) per session/£420 (+VAT) all sessions for members
£70 (+VAT) per session/£490 (+VAT) all sessions for non-members -
8
speakers -
Online
Zoom -
3½ 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
Agenda
Starting 1 May until 2 May
1 May | 10:00 - 10:30
Pension administration
Sarah Allard, FPMI
Barnett Waddingham
Client Relationship Manager
- Disclosure requirements
- Mandatory disclosure
- Disclosure on request
- Data security: legal responsibilities (data protection act and ICO)
1 May | 11:00 - 11:30
Cybercrime and how to protect your organisation
Daniel Sibthorpe
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?
1 May | 15:00 - 15:30
Member engagement
Karen Bolan
Gallagher
Director, Retirement Communications
- Effective communications
- Pensions dashboard
- How to improve member engagement
- The role of technology
- Consumer behaviour
1 May | 16:00 - 16:30
Investment
Karen Heaven
Redington
Managing Director | Investment Consulting
- Different investment approaches
- Asset classes
- LDI, CDI
- Fiduciary management
- Bundled vs unbundled
- Segregated portfolios
- Managed funds
2 May | 10:00 - 10:30
Pension Law
Lucy Bennett
Sackers
Senior Associate
Liam Goulding
Sackers
Senior Associate
- Main source of pension law
- Trustee duties and powers
- Member disputes
- Legal hot topics
2 May | 11:00 - 11:30
Introduction to Governance
Andrew Mills, FPMI, PTPMI (Accred)
Hymans Robertson
Associate Pensions Consultant
- 21st century trusteeship
- Conflicts of interest
- Risk management
- Liaison between administrators and trustee board
- Business plan and annual calendars
2 May | 15:00 - 15:30
Defined benefit pension scheme funding
Conor Mills
Dalriada Trustees
Actuary
- 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)