Introduction to Pensions (Advanced)
26 April 2023 |
26 - 27 April 2023
Various fees
Introduction to Pensions (Advanced)
This Introduction to Pensions (Advanced) workshop is suitable for those who have some understanding of pensions but need to improve their knowledge of pension in the wider savings and employee benefits context to a more advanced level than our Introduction to Pensions (Basic) workshop.
-
Fees
£55 (+VAT) per session/£230 (+VAT) all sessions for members
£65 (+VAT) per session/£300 (+VAT) all sessions for non-members -
7
speakers -
Online
Zoom -
5 hours
of CPD
Event Details
THE BASICS
Topics of discussion:
- Pension administration
- Cybercrime and how to protect your organisation
- Member engagement
- Investment
- Pensions law
- Introduction to Governance
Who should attend:
- Employees with pension experience
- Support staff
- Professionals working in related fields such as payroll, accounts and HR
The venue
Agenda
Starting 26 April until 27 April
26 April | 10:00 - 10:30
Pension administration
Julian Mainwood
Barnett Waddingham
Partner
- Disclosure requirements
- Mandatory disclosure
- Disclosure on request
- Data security: legal responsibilities (data protection act and ICO)
26 April | 11:00 - 11:30
Cybercrime and how to protect your organisation
Daniel Sibthorpe
Crowe U.K. LLP
Manager, Forensic Services
- The nature and scale of cybercrime
- The key factors which make organisations vulnerable
- What you need to do to protect your organisation?
26 April | 15:00 - 15:30
Member engagement
Karen Bolan
Gallagher
Director, Retirement Communications
- Effective communications
- Pensions dashboard
- How to improve member engagement
- The role of technology
- Consumer behaviour
26 April | 16:00 - 16:30
Investment
Emily Tann
Insight Investment
Solution Designer
- Different investment approaches
- Asset classes
- LDI, CDI
- Fiduciary management
- Bundled vs unbundled
- Segregated portfolios
- Managed funds
27 April | 10:00 - 10:30
Pension Law
Liam Goulding
Sackers
Senior Associate
Lucy Bennett
Sackers
Senior Associate
- Main source of pension law
- Trustee duties and powers
- Member disputes
- Legal hot topics
27 April | 11:00 - 11:30
Introduction to Governance
Hannah Marshall
Hymans Robertson
Actuarial and Governance Consultant
- 21st century trusteeship
- Conflicts of interest
- Risk management
- Liaison between administrators and trustee board
- Business plan and annual calendars
27 April | 15:00 - 15:30
Defined benefit pension scheme funding
