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PMI
Introduction to Pensions (Advanced)

Introduction to Pensions (Advanced)

16 October 2020 | 21 October 2020
From £25 to £30 (+ VAT) per session

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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

    from £25 to £30 (+ 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
  • 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 until 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

£190.00 (+ VAT) |  BOOK FOR ALL SESSIONS

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

Free | BOOK NOW

16 October | 10:00 -10:30
Pension administration
John Walker
John Walker
Barnett Waddingham LLP
Team Technical Lead
  • 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
Cybercrime and how to protect your organisation
Jim Gee
Jim Gee
Crowe UK LLP ; Visiting Professor and Chair of the Centre for Counter Fraud Studies at University of Portsmouth
Partner and National Head of Forensic Services
  • The nature and scale of cybercrime
  • The key factors which make organisations vulnerable
  • What you need to do to protect your organisation

  £30.00 (+ VAT) | BOOK NOW

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

£25.00 (+ VAT) | BOOK NOW

20 October | 10:00 – 10:30
Investment
Nick Ivey, CFA
Nick Ivey, CFA
Insight Investment
Senior Solution Designer, Client Solutions Group
  • 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
Liam Goulding
Liam Goulding
Sackers
Associate
Aaron Dunning-Foreman
Aaron Dunning-Foreman
Sackers
Associate
  • Main source of pensions law
  • Trustee duties and powers
  • Member disputes 
  • Legal hot topics 

£25.00 (+ VAT) | BOOK NOW

21 October | 10:00 – 10:45
Defined benefit pension scheme funding
Judith Fish
Judith Fish
Dalriada Trustees
Professional Trustee
  • 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
Charlotte Mawson
Charlotte Mawson
Hymans Robertson
Actuary
  • 21st Century Trusteeship
  • Conflicts of interest
  • Risk management
  • Liaison between administrators and trustee board
  • Business plan and annual calendars

£25.00 (+ VAT) | BOOK NOW

Hear from the experts

Jim Gee
Jim Gee
Crowe UK LLP; Visiting Professor and Chair of the Centre for Counter Fraud Studies at University of Portsmouth
- Partner and National Head of Forensic Services

Jim is a Partner and Head of the National Forensic Services team at Crowe UK. His team helps organisations to protect themselves against a variety of problems such as cybercrime, fraud, bribery and corruption and to make sure they are secure. Where necessary, if their protection fails, to investigate, respond, manage and mitigate any damage. The team also provide litigation support and expert evidence evaluating the operation of contracts and the appropriateness of related payments.

He is a Visiting Professor and chairs Europe’s premier research unit in this area at University of Portsmouth. He has published more than 30 research reports and two books in this area. He was the founding Director-General of the European Healthcare Fraud and Corruption Network covering 28 European countries.

He has worked internationally across 43 countries to date. During more than 25 years as a forensic specialist, he has advised a diverse range of professional services firms, private companies, charities, pension schemes, Ministers (and Parliamentary Select Committees and the Attorney-General in the UK), as well as global mining companies, international Governments (including the Governments of China and New Zealand), and major public sector organisations.

Charlotte Mawson
Charlotte Mawson
Hymans Robertson
- Actuary

Charlotte is a qualified actuary from the Hymans Birmingham office specialising in governance consulting. Charlotte is well known for her valuable combination of technical knowledge and interpersonal skills, as well as project management skills. Charlotte leads delivery on a range of DB and DC clients, most with multiple service lines.

Karen Bolan
Karen Bolan
AHC
- Head of Engagement Strategy

Joining AHC in 2003, Karen has responsibility for the delivery of multi-faceted communication projects for some of AHC’s biggest clients. Karen has extensive experience in leading complex scheme change projects for a wide range of AHC clients.

She has over 30 years’ commercial experience in large corporate organisations including 25 years in senior strategic and operational communication roles. Her corporate experience is combined with excellent pensions knowledge and a proven track record in developing engaging communications strategies for clients.

Karen is an accredited member of, and examiner for, the International Association of Business Communicators (IABC) and has received several international communication awards. In her spare time Karen is a keen cook and accomplished opera singer.

Nick Ivey, CFA
Nick Ivey, CFA
Insight Investment
- Senior Solution Designer, Client Solutions Group
John Walker
John Walker
Barnett Waddingham
- Team Technical Lead

John has worked in pensions since 2006, joining Barnett Waddingham in 2014. In his role as Team Technical Lead, John provides technical support to those clients and client teams with particularly complex requirements, as well as supporting the activities of the wider administration business area.

John has previously been a team manager responsible for delivering administration services for a portfolio of clients, and has also taken a secondment opportunity to provide technical support to the administration provider for one of the UK’s largest private sector defined benefit pension schemes.

John is a graduate of York University and an Associate member of the Pensions Management Institute.

Judith Fish
Judith Fish
Dalriada Trustees
- Professional Trustee

She is a Professional Trustee, based in the London office, who be working on a range of different schemes. She believes that good governance and collaborative working results in good outcomes for all stakeholders.

Judith joined us in July 2019 having previously worked in house on a multi-billion pound pension scheme. Prior to this, she worked at a number of large consultancies acting as both a Scheme Actuary and corporate adviser, advising on triennial valuations, scheme design, corporate transactions, buy-ins, member option exercises as well as looking at defined contribution schemes and, in particular, working on a project to implement a replacement defined contribution offering for a large company. She has also acted as the chair of trustees for a scheme with an overseas sponsor, navigating the additional difficulties this brings.

Judith enjoys spending time in the garden although the weeds seem to be winning. This year she attempted to grow black pumpkins for Halloween. She also enjoys baking cakes.

Liam Goulding
Liam Goulding
Sackers
- Associate

Liam is an Associate at Sackers. He advises trustees and employers on a broad range of issues in connection with both DB and DC arrangements.

Liam has experience in advising on and implementing DB scheme mergers and scheme closures, as well as advising on the pensions-related aspects of corporate transactions and the Pensions Regulator’s moral hazard regime.

Liam acts for a number of hybrid schemes with DC sections, which have assets up to £2 billion. Liam’s recent DC experience includes advising on transfers of DC sections in hybrid schemes to DC master trusts, providing on-going advice to DC master trusts and advising on compliance with new legislative and regulatory requirements in respect of DC benefits.

Aaron Dunning-Foreman
Aaron Dunning-Foreman
Sackers
- Associate

Aaron is an Associate at Sackers and part of the firm’s Pensions and Investment Litigation team.

Aaron’s practice is focused on pensions disputes and assists clients in resolving contentious matters. This includes advising clients on member complaints under IDRP and before the Pensions Ombudsman. Aaron also has experience of High Court litigation and has worked on professional negligence matters for clients as well as working on applications to the High Court for directions as to the appropriate construction of pension scheme rules.