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PMI
Introduction to Pensions (Advanced)

Introduction to Pensions (Advanced)

16 October 2020 | 21 October 2020
Between £20.00 (+VAT) and £30.00 (+VAT) per session

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Introduction to Pensions (Advanced)

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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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    Between

    £20.00 (+ VAT) and £30.00 (+VAT) per session
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    Online

    Zoom
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    CPD

    accredited programme
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    8

    speakers

Event Details

THE BASICS

Topics of discussion:
  • Pension administration
  • Data security
  • Cybersecurity
  • 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 from 16 October to 21 October

16 October | 21 October
Introduction to Pensions (Advanced) All sessions
  • Pension administration
  • Data security
  • Cybersecurity
  • Member engagement
  • Investment
  • Pensions law
  • Defined benefit pension scheme funding
  • Introduction to Governance

£205.00 (+VAT) |  BOOK FOR ALL SESSIONS

29 September | 09:30 – 10:00
Setting the scene (Chairs introduction)
  • Essential Jargon
  • Parties involved in pension schemes
  • Types of Trustees

Free | BOOK NOW

16 October | 10:00 -10:30
Pension administration
  • Disclosure requirements
  • Mandatory disclosure
  • Disclosure on request
  • Data security: legal responsibilities (data protection act and ICO)

£25.00 (+VAT) | BOOK NOW

 

16 October | 14:30 – 15:15
Data security
  • Ensuring your pension scheme is cyber risk resilient
  • Implementing good cyber hygiene

  £25.00 (+VAT) | BOOK NOW

19 October | 10:00 – 10:30
Cybersecurity
  • Testing
  • Role of technology
  • Consequences of security breaches

£25.00 (+VAT) | BOOK NOW

19 October | 14:30 – 15:00
Member engagement
  • Effective communications
  • Pensions Dashboard
  • How to improve member engagement
  • The role of technology
  • Consumer behaviour

£20.00 (+VAT) | BOOK NOW

20 October | 10:00 – 10:30
Investment
  • Different investment approaches
  • Asset classes
  • LDI, CDI
  • Fiduciary management
  • Bundled vs unbundled
  • Segregated portfolios
  • Managed funds

£30.00 (+VAT) | BOOK NOW

20 October | 14:30 – 15:00
Pensions law
  • Main source of pensions law
  • Trustee duties and powers
  • Member disputes (advanced also covered in basics)
  • Legal hot topics (eg GMP equalisation, DB funding code)

£25.00 (+VAT) | BOOK NOW

21 October | 10:00 – 10:45
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 (on going, discontinuance, section 179, corporate work)

£30.00 (+VAT) | BOOK NOW

21 October | 14:30 – 15:15
Introduction to Governance
  • 21st Century Trusteeship
  • Conflicts of interest
  • Risk management
  • Liaison between administrators and trustee board
  • Business plan and annual calendars

£25.00 (+VAT) | BOOK NOW