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Introduction to Pensions (Basic)

Introduction to Pensions (Basic)

03 October 2022 | 04 October 2022

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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.

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    Fees

    £40 (+VAT) per session/£190 (+VAT) all sessions for members
    £50 (+VAT) per session/£250 (+VAT) all sessions for non-members
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    8

    speakers
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    Online

    BrightTALK
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    5 hours

    of CPD

Event Details

THE BASICS

Topics of discussion:
  • 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?
Who should attend:
  • Employees new to pensions
  • Support staff
  • Professionals working in related fields such as payroll, accounts and HR
The venue
Event Venue Zoom

Agenda

Starting 03 October until 04 October

03 October | 10:00
Setting the scene (Chair's introduction)
  • Essential jargon
  • Parties involved in pension schemes
  • Types of trustees

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03 October | 12:00
Money in and money out: contribution options
Julian Mainwood
Julian Mainwood
Barnett Waddingham
Partner
  • What goes in and what potentially can go out?
  • What is a pension scheme?
  • How does DB work differently from DC?
  • Design of trust-based pension schemes
  • Different packs and benefit options available

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03 October | 14:00
The role of the pension administrator
Andy Greig
Andy Greig
Barnett Waddingham
Partner
  • Disclosure regulations
  • Other statutory communication requirements
  • Calculating benefits
  • Communicating benefits
  • The importance of data security
  • Difference between DB and DC administration

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03 October | 16:00
How to manage members’ complaints effectively
Katie Ivens
Katie Ivens
Pinsent Masons
Partner
  • Internal disputes and resolutions
  • The Pensions Ombudsman
  • Trustee duties

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04 October | 10:00
Data security
Gillian Baker
Gillian Baker
Hymans Robertson
Financial Risk Management Lead
Geeta Jethwa
Geeta Jethwa
Hymans Robertson
Senior Administration Consultant
  • Data security requirements
  • Consequences of a data breach
  • The difference between the breaching process and an actual data breach
  • How to design admin processes to ensure compliance with GDPR
  • When do you need to update the scheme privacy notice?

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04 October | 12:00
Pension scams and cybersecurity
Kim Gubler
Kim Gubler
KGC Associates
Director
  • How to spot a scam
  • The Pensions Regulator’s guidance
  • How to deal with a suspected scammer
  • Consequences of pension scams
  • Good practices for administrators

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04 October | 14:00
What do you need to tell members and when?
Karen Bolan
Karen Bolan
Gallagher
Director, Retirement Communications
  • Beyond disclosure – the importance of understanding
  • Communication megatrends
  • Coming soon – what to look out for?

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Savvy Investor
Savvy Investor
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