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Introduction to Pensions (Basic)

Introduction to Pensions (Basic)

29 September 2020 | 7 October 2020
Between £20.00 (+ VAT) and £45.00 (+VAT) per session

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Introduction to Pensions (Basic)

BOOK NOW

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 pensions 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.

  • icon

    Between

    £20.00 (+ VAT) and £45.00 (+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:
  • 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
  • Pensions 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 from 29 September until 7 October

29 September | 7 October
Introduction to Pensions (Basic) All sessions
  • Money in and money out: contribution options
  • The role of the pension administrator
  • How to manage members’ complaints effectively
  • Data security
  • Pensions scams & cybersecurity
  • What do you need to tell members and when

£170.00 (+VAT) | BOOK FOR ALL SESSIONS 

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

Free | BOOK NOW

29 September | 11:30 – 12:15
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

£30.00 (+VAT) | BOOK NOW

30 September | 09:30 – 10:30
The role of the pension administrator
Andy Greig
Andy Greig
Barnett Waddingham
Partner
  • Disclosure regulations
  • Other statutory communication requirements
  • Calculating benefits
  • Communicating benefits
  • The important of data security
  • Difference between DB and DC administration

£45.00 (+VAT) | BOOK NOW

30 September | 14:30 – 15:00
How to manage members’ complaints effectively
Katie Ivens
Katie Ivens
Pinsent Masons
Senior Associate
  • Internal disputes and resolutions
  • Pensions Ombudsman
  • Trustee duties

£25.00 (+VAT) | BOOK NOW

5 October | 09:30 – 10:15
Data security
Steve Ackland
Steve Ackland
AiM
CEO
  • Data security requirements
  • Consequences of data breach
  • The difference between 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?

£25.00 (+VAT) | BOOK NOW

6 October | 09:30 – 10:15
Pensions scams & cybersecurity
Kim Gubler
Kim Gubler
KGC Associated
Director
  • How to spot a scam
  • The regulator’s guidance
  • How to deal with a suspected scammer?
  • Consequences of pension scams
  • Good practices for administrators

£25.00 (+VAT) | BOOK NOW

7 October | 10:00 – 10:30
What do you need to tell members and when
Karen Bolan
Karen Bolan
AHC
Head of Engagement Strategy
  • Beyond disclosure – the importance of understanding
  • Communication megatrends
  • Coming soon – what to look out for

£20.00 (+ VAT) | BOOK NOW

Speakers

Hear from the experts

Lesley Alexander
Lesley Alexander
Pensions Management Institute
- Vice President

Lesley’s career in pensions has spanned more than 35 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 one of the serving Vice Presidents of the Pensions Management Institute. She is an independent member of Prudential's Independent Governance Committee as well as its Master Trust Board.

Lesley's particular interest is in demonstrating how strong governance and engaging communications contributes to better outcomes for members of workplace pension schemes.

Julian Mainwood
Julian Mainwood
Barnett Waddingham
- Partner

Julian is a Partner within the Pension Administration practice area at Barnett Waddingham. He began his career in the pension administration industry in 1988 having previously worked within both a pensions consultancy and an insurance company before joining Barnett Waddingham in 1999.

Julian is involved in the day to day operation of the practice area and is a member of the Firm’s Pension Administration Board, which is responsible for setting strategy within the pension administration business. He sits on a number of internal committees and is head of the Pension Administration Technical Team.

Andy Greig
Andy Greig
Barnett Waddingham
- Partner

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. 

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.

 

Kim Gubler
Kim Gubler
Director
- KGS Associates
Steve Ackland
Steve Ackland
AiM
- CEO

Steve Ackland is CEO at AiM - one of the leading City boutique management consultancies - which specialises in organisational change using digital transformation techniques and new technologies to deliver outstanding results.

Steve is well-known in the industry for his thought leadership, articles and white papers in a number of disciplines – in particular, data quality/governance, risk management, regulatory controls and due diligence.  It was Steve’s vision of how data governance and regulatory control could be fused with AI, RPA and blockchain which led to the creation of AiM’s leading PenTech platform dataBelt® - supporting data hygiene, data inventory and data value, as well as understanding and controlling the full pension data lifecycle.  

Particular application of the platform is for pension scheme due diligence to ensure their data is dashboard ready, as well as to supporting activities such as buy-ins, buy-outs, transfers and understanding of risk and liabilities.

Katie Ivens
Katie Ivens
Pinsent Masons
- Senior Associate

Katie advises trustees and employer sponsors of occupational pension schemes, as well as insurers and pension scheme providers. As well as day to day pensions advice, Katie has advised on a number of large transactions such as buy-ins, buy-outs, wind-ups and closures to future accrual. She also advised on the first asset backed funding structure to use intellectual property. Katie's particular areas of specialism include trustee training and advising trustees and providers of mastertrusts. She also edits the Pinsent Masons monthly Pensions Ombudsman publications for both occupational pension schemes and pension providers.