Introduction to Pensions (Basic)
Introduction to Pensions (Basic)
Introduction to Pensions (Basic) is an online series designed specifically for those with little or no previous pensions knowledge. Our expert panel will talk through the essentials of the pensions industry.
From defining the role of the administrator to shedding light on pension scams and cybersecurity. We'll share our insights and update you on the core areas that professionals starting out in the pensions industry need to know, as well as answer any questions you have about the pensions industry.
Feesfrom £25.00 to £50.00 (+VAT)
FeesAll sessions members £170 (+VAT)
non-members £205 (+VAT)
5 hoursof CPD
- Setting the scene (Chairs introduction)
- Money in and money out: contribution options
- The role of the pension administrator
- How to manage members’ complaints effectively
- Data security
- Pension scams & cybersecurity
- What do you need to tell members and when?
- Employees new to pensions
- Support staff
- Professionals working in related fields such as payroll, accounts and HR
Starting 21 September until 24 September
Hear from the experts
Lesley’s career in pensions has spanned nearly forty years and she has held a number of senior pensions management roles with organisations including HSBC, EMI, Motorola and Reed Elsevier. Lesley is a Fellow as well as President of the Pensions Management Institute. She is a former independent member of Prudential's Independent Governance Committee and Master Trust Board and former Chair of UKSIF.
Lesley's particular interest is in demonstrating how strong governance and engaging communications contribute to better outcomes for members of workplace pension schemes.
Andy began his career in the Financial Services industry in July 1991 before joining Barnett Waddingham's pension administration team in February 2000.
Having already completed the Financial Planning Certificate, he is also a Fellow of the Pensions Management Institute (FPMI) having qualified in 2006. He also sits on a number of internal committees and became a Partner of Barnett Waddingham in 2016.
Andy's expertise is in the pension administration of DB, DC and Hybrid arrangements as well as new scheme implementations for schemes ranging from 500 to 36,000 members. Andy also has excellent knowledge with pooled banking services. His experience and proactive approach provides our clients with a high quality service and in his time as Chair of the PMI Midlands Region Committee he helped drive and deliver education and professional development to pension professionals in the Midlands.
Andy played a key role in setting up our administration teams in Bromsgrove and Bristol and works across both offices to support the growth and development of these teams.
Kim set up KGC in 2002, which is now acknowledged as one of the UK’s leading independent pension and management consultancies. In the last 30 years, Kim has developed a deep knowledge of the pensions industry and its operation. She designed the structured research framework which supports KGC’s client services. She also created KGC’s annual Administration and Actuarial Surveys which are acknowledged as the only source providing independent views on fees and services.
Whilst her experience covers both DB and DC, Kim is an acknowledged DC specialist. She is a Trustee of theCrystal Master Trust, a Fellow of both the Pensions Management Institute (PMI) and Pensions AdvisoryService (TPAS). She is PrincipalExaminer for Professionalism and Governance and on the ExaminingBoard.KimisChair of the Pensions Administration Standards Association (PASA)and an AccreditedProfessionalTrustee.
Kim is a Business graduate and holds a Diploma in Business Excellence, outside of pensions she enjoys competing her horses and is a British Dressage judge.
Karen is a Retirement Communication Director at Gallagher’s employee communication and experience practice. Combining excellent pensions knowledge with a proven track record in developing engaging communications strategies, she helps trustees and heads of pensions empower members to make informed decisions about their financial future.
An accredited member of the International Association of Business Communicators and a regular speaker at prominent industry events, Karen has more than 35 years experience in senior strategic roles in both retirement and corporate communication.
Karen passionately believes that effective communications can help people feel different about pensions and change their behaviours so that so that they can enjoy their life after work in exactly the way they want.
Melina is a pensions litigation lawyer, who has experience managing a portfolio of high value, complex professional negligence claims and rectification claims. She frequently advises clients on regulatory action taken by the Pensions Regulator (including moral-hazard cases and issues relating to automatic enrolment penalties). She also advises on internal disputes and Pension Ombudsman complaints. Her clients range from scheme employers and trustees to law firms, other pension professionals and global financial services and insurance companies.
Sarah currently works as a Client Relationship Manager on a variety of schemes with experience in both DB and DC pensions.
Sarah is accountable for managing all aspects of service delivery and acting as a liaison between administration and specialist teams, as well as working with external advisers.
Sarah joined Barnett Waddingham in 2006 as a pension administrator, becoming a Client Relationship Manager in March 2016. Sarah is a Fellow of the Pensions Management Institute, and has recently attained Associate Membership of the Institute of Leadership and Management as a participant in PMI’s Mentoring and Development Programme.
Gillian is the Financial Risk Management Lead at Hymans Robertson, working in their Third Party Administration (TPA) Business Unit. Gillian has a specific focus on the delivery of controls around financial crime and first line risk management for TPA.
Gillian has 20 years of experience in the financial services industry, performing a variety of different roles and has a passion for financial crime, regulation and compliance and delivering good customer service.
Geeta has a background primarily in pensions finance and had overall responsibility for the pension scheme accounts, cash management and payroll services provided by Hymans Robertson until 2018. Geeta moved into a Senior Administration Consultant role at that point to apply the skills and experience she’d gained since joining the firm to administration work.
Geeta is the project lead for GDPR within TPA, making sure all elements of our TPA service is GDPR compliant. Geeta has also overseen the transition of a large in-house administration scheme (including TUPE) and is currently leading a project to implement an automated member Identity and Verification software solution into our administration processes.