Introduction to Pensions (Advanced)

Introduction to Pensions (Advanced)

02 October 2024 | 2-3 October
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.

To find out more and be the first to register please email events@pensions-pmi.org.uk

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    Fees

    £60 (+VAT) per session/£240 (+VAT) all sessions for members
    £75 (+VAT) per session/£400 (+VAT) all sessions for non-members
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    7

    speakers
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    Online

    Zoom
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    3.5 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
  • Defined benefit pension scheme funding
Who should attend:
  • Employees with pension experience
  • Trustees
  • Support staff
  • Professionals working in related fields such as payroll, accounts and HR
The venue
Event Venue Zoom

Agenda

Starting 2 October until 3 October

2 October | 10:00 - 10:30
Pension administration
Sarah Allard
Sarah Allard
Barnett Waddingham
Senior Client Relationship Manager
  • Disclosure requirements
  • Mandatory disclosure
  • Disclosure on request
  • Data security: legal responsibilities (data protection act and ICO)
2 October | 11:00 - 11:30
Introduction to Governance
Andrew Mills FPMI, PTPMI (Accred)
Andrew Mills FPMI, PTPMI (Accred)
Hymans Robertson
Associate Pensions Consultant
  • 21st century trusteeship
  • Conflicts of interest
  • Risk management
  • Liaison between administrators and trustee board
  • Business plan and annual calendars
2 October | 15:00 - 15:30
Member engagement
Karen Bolan
Karen Bolan
Gallagher
Director, Retirement Communications
  • Effective communications
  • Pensions dashboard
  • How to improve member engagement
  • The role of technology
  • Consumer behaviour
2 October | 16:00 - 16:30
Investment
Karen Heaven
Karen Heaven
Redington
Managing Director | Investment Consulting
  • Different investment approaches
  • Asset classes
  • LDI, CDI
  • Fiduciary management
  • Bundled vs unbundled
  • Segregated portfolios
  • Managed funds
3 October | 10:00 - 10:30
Pensions Law
Charlotte Bailey
Charlotte Bailey
Sackers
Senior Associate
Samuel Taylor
Samuel Taylor
Sackers
Senior Associate
  • Main sources of pensions law.
  • Overview of the general code and new lifetime allowance regime.
3 October | 11:00 - 11:30
Cybercrime and how to protect your organisation
Daniel Sibthorpe
Daniel Sibthorpe
Crowe U.K. LLP
Senior Manager
  • The nature and scale of cybercrime
  • The key factors which make organisations vulnerable
  • What you need to do to protect your organisation?
3 October | 15:00 - 15:30
Defined benefit pension scheme funding
Conor Mills
Conor Mills
Dalriada Trustees
Actuary
  • The valuation process including setting the technical provisions and process timescales
  • Essential valuation documents
  • Actuarial reports
  • Summary funding statements
  • Different type of scheme valuations (ongoing, discontinuance, section 179, corporate work)

Thank you to our media partners for their continued support

Pi Partnership
Pi Partnership
Media Partner
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