Introduction to Pensions (Advanced)

Introduction to Pensions (Advanced)

30 April 2025 | 30 April - 1 May
Various fees

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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

    Members: £60 (+VAT) per session/£240 (+VAT) all sessions
    Non-members: £80 (+VAT) per session/£500 (+VAT) all sessions
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    8

    speakers
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    Virtual

    Zoom
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    3.5 hours

    of CPD

Event Details

THE BASICS

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Topics of discussion:

More information soon.

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 28 April until 29 April 2025

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30 April | 10:00 - 10:30
Pensions Administration
  • Disclosure requirements
  • Mandatory disclosure
  • Disclosure on request
  • Data security: legal responsibilities (Data Protections Act and ICO)
30 April | 11:00 - 11:30
Introduction to governance
  • 21st century trusteeship
  • Conflicts of interest
  • Risk management
  • Liaison between administrators and trustee board
  • Business plan and annual calendars
30 April | 15:00 - 15:30
Member engagement
  • Effective communications
  • Pensions dashboard
  • How to improve member engagement
  • The role of technology
30 April | 16:00 - 16:30
Investment
  • Different investment approaches
  • Asset classes
  • LDI, CDI
  • Fiduciary management
  • Bundled v's unbundles
  • Segregated portfolios
  • Managed funds
1 May | 10:00 - 10:30
Pensions Law
  • Main sources of pensions law
  • Overview of the general code and new lifetime allowance regime
1 May | 11:00 - 11:30
Cybercrime and how to protect your organisation
  • The nature and scale of cybercrime
  • The key factors which make organisations vulnerable
  • What do you need to do to protect your organisation?

 

1 May | 15:00 - 15:30
Defined benefit pension scheme funding
  • The valuation process including setting the technical provisions and process timescales
  • Essential valuation documents

Thank you to our media partners for their continued support

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