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Training Course
Available

Introduction to Pensions | Basic

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 pensions foundation with expert‑led online workshops

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

  • Understand the essentials

    Get a clear, jargon‑free introduction to how UK pensions work and the key roles in the industry.

  • Spot and prevent scams

    Learn how to identify pension scams, follow regulatory guidance, and take the right actions to protect members.

  • Know the administrator’s role

    Build confidence in understanding statutory communications, benefit calculations, and core admin responsibilities.

  • Strengthen data and cyber awareness

    Understand data protection requirements, breach risks, and best practices to keep member information secure

Agenda

28 Sept

-

Setting the scene

  • History of UK pensions
  • Types pf pension arrangements
  • Making sense of jargon
  • Automatic enrolment
  • Dashboards
Speaker
  • Robert Wakefield FPMI
    Company
    The Tracing Group
    Job Title
    Chief Operating Officer
-

Pension scams and cybersecurity

  • 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
-

The role of the Pension Administrator

  • Disclosure regulations
  • Other statutory communication requirements
  • Calculating benefits
  • Communicating benefits
  • The importance of data security
  • Difference between DB and DC administration
-

How to manage members' complaints effectively

  • Internal disputes and resolutions
  • The Pensions Ombudsman
  • Trustee duties

29 Sept

-

Data Security

  • Data security requirements
  • Consequences of a data breach
  • The difference between the breaching process
-

Money in and money out: contribution options

  • What goes in and what potentially can go out?
  • What is a pension scheme?
  • How does DB work differently to DC?
-

What do you need to tell members and when?

  • Beyond disclosure - the importance of understanding
  • Communication megatrends
  • Coming soon - what to look out for?

Speakers

Robert Wakefield FPMI

The Tracing Group

Chief Operating Officer

Robert Wakefield FPMI

Chief Operating Officer

Costs

Description Cost
Members £50 (+VAT) per session / £240 (+VAT) all sessions.
Non-members £70 (+VAT) per session / £450 (+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,
Administration
Return to the events

Topics of discussion

  • History of pensions and the different roles within the industry
  • Pension scams and cybersecurity
  • The role of the Pension Administrator
  • How to manage members' complaints effectively
  • Data Security
  • Money in and money out: contribution options
  • 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

Any questions?

Contact us now
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