Introduction to Pensions (Advanced) spring 2026

Introduction to Pensions (Advanced) spring 2026

29 April 2026 | 20-30 April 2026
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

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    Fees

    Members: £60 (+VAT) per session/£240 (+VAT) all sessions
    Non-members: £80 (+VAT) per session/£500 (+VAT) all sessions
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    8

    speakers
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    Virtual

    Zoom
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    3.5 hours

    of CPD

Event Details

THE BASICS

Topics of discussion:

Pensions Administration, Governance, member engagement, investments, law, cyber crime and defined benefit 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

29-30 April, 2026

29 April | 10:00 - 10:30
Pensions Administration
  • Disclosure requirements
  • Mandatory disclosure
  • Disclosure on request
  • Data security: legal responsibilities (Data Protections Act and ICO)
29 April | 11:00 - 11:30
Introduction to governance
Andrew Mills FPMI, PTPMI (Accred)
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
29 April | 15:00 - 15:30
Member engagement
  • Effective communications
  • Pensions dashboard
  • How to improve member engagement
  • The role of technology
29 April | 16:00 - 16:30
Investment
  • Different investment approaches
  • Asset classes
  • LDI, CDI
  • Fiduciary management
  • Bundled v's unbundles
  • Segregated portfolios
  • Managed funds
30 April | 10:00 - 10:30
Pensions Law
  • Main sources of pensions law
  • Overview of the general code and new lifetime allowance regime
30 April | 11:00 - 11:30
Cybercrime and how to protect your organisation
Daniel Sibthorpe
Daniel Sibthorpe
Crowe U.K. LLP
Director, Forensic Services - Cyber Security and Counter Fraud
Phalan Denyer
Crowe U.K. LLP
Assistant, 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?

 

30 April | 15:00 - 15:30
Defined benefit pension scheme funding
  • The valuation process including setting the technical provisions and process timescales
  • Essential valuation documents