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PMI
Introduction to Pensions (Basics)

Introduction to Pensions (Basics)

21 September 2021 | 24 September 2021
From £25.00 to £50.00 (+VAT) per session

Introduction to Pensions (Basics)

Introduction to Pensions (Basics) 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

    from £25.00 to £50.00 (+VAT)
    per session
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    Online

    Zoom
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    Fees

    All sessions members £170 (+VAT)
    non-members £205 (+VAT)
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    5 hours

    of CPD
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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
  • 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 21 September until 24 September

21 September | 24 September
Introduction to Pensions (Basics)
  • 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?

Members £170.00 (+VAT)/Non-members £205 (+VAT) | BOOK FOR ALL SESSIONS

21 September | 10:00 – 10:30
Setting the scene (Chair's introduction)
Lesley Alexander
Lesley Alexander
PMI
President
  • Essential jargon
  • Parties involved in pension schemes
  • Types of trustees

Free | BOOK NOW

21 September | 14:30 – 15:15
Money in and money out: contribution options
TBC
TBC
Barnett Waddingham
  • 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

£40.00 (+VAT) | BOOK NOW

22 September | 10:00 – 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 importance of data security
  • Difference between DB and DC administration

£50.00 (+VAT) | BOOK NOW

22 September | 14:30 – 15:00
How to manage members’ complaints effectively
TBC
TBC
Pinsent Masons
  • Internal disputes and resolutions
  • The Pensions Ombudsman
  • Trustee duties

£30.00 (+VAT) | BOOK NOW

23 September | 10:00 – 10:45
Data security
TBC
TBC
  • 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?

£30.00 (+VAT) | BOOK NOW

23 September | 14:30 – 15:15
Pension scams and cybersecurity
Kim Gubler
Kim Gubler
KGC Associates
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

£30.00 (+VAT) | BOOK NOW

24 September | 10:00 – 10:30
What do you need to tell members and when?
Karen Bolan
Karen Bolan
Gallagher Employee Experience & Communication
Director, Retirement Communication
  • Beyond disclosure – the importance of understanding
  • Communication megatrends
  • Coming soon – what to look out for?

£25.00 (+VAT) | BOOK NOW

Speakers

Hear from the experts

Lesley Alexander
Lesley Alexander
PMI
- President

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 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. 

Kim Gubler
Kim Gubler
Director
- KGC Associates

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 Bolan
Karen Bolan
Gallagher Employee Experience & Communication
- Director, Retirement Communication

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.