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    We are the UK's leading professional body dedicated to supporting and developing experts who manage UK pension schemes. Our members represent and lead in every aspect of pension management.
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Training Course
Available

Introduction to Pensions | Advanced

Training

Advance your understanding of pensions with the training course designed for individuals with a foundational background in the field.  

Event date
Location
Open to members & non-members
CPD
CPD: 3.5hrs
Book now

Book now whilst spaces are available.

About  Build your pension knowledge in just two days

Hosted online over two days, the Introduction to Pensions (Basic) course comprises seven dynamic 30-minute workshops led by industry experts. Participants have the flexibility to tailor their learning experience by selecting sessions that align with their interests and needs.  

Why Attend

  • Deepen your knowledge across essential advanced pensions topics

    Gain practical insight into key areas like governance, law, investments, cybercrime, member engagement, administration, and DB scheme funding, giving you the tools to operate confidently at an advanced level. 

  • Learn directly from highly experienced industry experts

    Engage with specialist speakers in pensions law, investments, cyber security, administration, and governance, and benefit from real‑world expertise you can immediately apply in your day‑to‑day role. 

  • Build confidence in navigating complex pensions issues

    Clarify challenging topics such as disclosure rules, the new lifetime allowance regime, fiduciary management, cyber vulnerabilities, and effective member communication, enabling you to make informed and impactful decisions

  • Strengthen your professional value with CPD‑accredited learning

    Collect 3.5 hours of CPD while expanding your advanced pensions knowledge, demonstrating your commitment to professional growth in a fast‑moving regulatory and industry environment.

Agenda

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Pensions Administration

  • Disclosure requirements
  • Mandatory disclosure
  • Disclosure on request
  • Data security: legal responsibilities (Data Protections Act and ICO)
-

Introduction to governance

  • 21st century trusteeship
  • Conflicts of interest
  • Risk management
  • Liaison between administrators and trustee board
  • Business plan and annual calendars
-

Member engagement

  • Effective communications
  • Pensions dashboard
  • How to improve member engagement
  • The role of technology
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Investment

  • Different investment approaches
  • Asset classes
  • LDI, CDI
  • Fiduciary management
  • Bundled v's unbundles
  • Segregated portfolios
  • Managed funds
-

Pensions Law

  • Main sources of pensions law
  • Overview of the general code and new lifetime allowance regime
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Cybercrime and how to protect your organisation

  • The nature and scale of cybercrime
  • The key factors which make organisations vulnerable
  • What do you need to do to protect your organisation
-

Defined benefit pension scheme funding

  • The valuation process including setting the technical provisions and process timescales
  • Essential valuation documents

Costs

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

Location

Zoom

This session will be delivered live via Zoom, allowing you to join from anywhere with ease. Once registered, you’ll receive a secure access link and joining instructions. Simply log in on the day to participate, ask questions, and interact with speakers in real time.
Tags
Training Course,
Cybersecurity,
Members Engagement and Communications,
Defined Benefit,
Governance,
Investment,
Pensions Law
Return to the events

Topics of discussion

  1. Pensions Administration
  2. Governance
  3. Member engagement
  4. Investments
  5. Law
  6. Cyber crime
  7. 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

Any questions?

Contact us now
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