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Introduction to Pensions (Basics)

Introduction to Pensions (Basics)

10 May 2021 | 14 May 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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    7

    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 10 May until 14 May

10 May | 14 May
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

10 May | 10:00 – 10:30
Setting the scene (Chairs introduction)
Lesley Alexander
Lesley Alexander
Pensions Management Institute
Chair
  • Essential jargon
  • Parties involved in pension schemes
  • Types of Trustees

Free | BOOK NOW

10 May | 14:30 – 15:15
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

£40.00 (+VAT) | BOOK NOW

12 May | 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

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

£30.00 (+VAT) | BOOK NOW

13 May | 10:00 – 10:45
Data security
TBC
TBC
  • Data security requirements
  • Consequences of 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

13 May | 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

14 May | 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

£25.00 (+VAT) | BOOK NOW

Speakers

Hear from the experts

Lesley Alexander
Lesley Alexander
Pensions Management Institute
- 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.

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. 

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.

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
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.

 

TBC
TBC
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