Introduction to Pensions (Advanced)
30 April 2025 |
30 April - 1 May
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
-
Fees
Members: £60 (+VAT) per session/£240 (+VAT) all sessions
Non-members: £80 (+VAT) per session/£500 (+VAT) all sessions -
8
speakers -
Virtual
Zoom -
3.5 hours
of CPD
Event Details
THE BASICS
Topics of discussion:
More information soon.
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 28 April until 29 April 2025
30 April | 10:00 - 10:30
Pensions Administration
Sarah Allard
Barnett Waddingham
Senior Client Relationship Manager
- Disclosure requirements
- Mandatory disclosure
- Disclosure on request
- Data security: legal responsibilities (Data Protections Act and ICO)
30 April | 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
30 April | 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
30 April | 16:00 - 16:30
Investment
Karen Heaven
Investment Consultant
- Different investment approaches
- Asset classes
- LDI, CDI
- Fiduciary management
- Bundled v's unbundles
- Segregated portfolios
- Managed funds
1 May | 10:00 - 10:30
Pensions Law
Charlotte Bailey
Sackers
Senior Associate
Aaron Zack
Sackers
Associate
- Main sources of pensions law
- Overview of the general code and new lifetime allowance regime
1 May | 11:00 - 11:30
Cybercrime and how to protect your organisation
Daniel Sibthorpe
Crowe U.K. LLP
Director | Forensic Services - Cyber Security and Counter Fraud
- The nature and scale of cybercrime
- The key factors which make organisations vulnerable
- What do you need to do to protect your organisation?
1 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