Introduction to Pensions (Basic)

Introduction to Pensions (Basic)

28 April 2025 | 28 - 29 April
Various fees

book now

Introduction to Pensions (Basic)

Introduction to Pensions (Basic) 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.

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

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    Fees

    Members: £50 (+VAT) per session / £240 (+VAT) all sessions.
    Non-members: £70 (+VAT) per session / £450 (+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

Topics of discussion:

More information soon.

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 28 April until 29 April 2025

28 April | 10:00 - 11:00
Setting the scene
  • History of UK pensions
  • Types pf pension arrangements
  • Making sense of jargon
  • Automatic enrolment
  • Dashboards
28 April | 11:00 - 11:30
Pension scams and cybersecurity
  • How to spot a scam
  • The Pensions Regulator's guidance
  • How to deal with a suspected scammer
  • Consequences of pension scams
  • Good practices for administrators
28 April | 15:00 - 15:30
The role of the pension administrator
  • Disclosure regulations
  • Other statutory communication requirements
  • Calculating benefits
  • Communicating benefits
  • The importance of data security
  • Difference between DB and DC administration
28 April | 16:00 - 16:30
How to manage members' complaints effectively
  • Internal disputes and resolutions
  • The Pensions Ombudsman
  • Trustee duties
29 April | 10:00 - 10:30
Data Security
  • Data security requirements
  • Consequences of a data breach
  • The difference between the breaching process
29 April | 11:00 -11:30
Money in and money out: contribution options
  • What goes in and what potentially can go out?
  • What is a pension scheme?
  • How does DB work differently to DC?
29 April | 15:00 - 15:30
What do you need to tell members and when?
  • Beyond disclosure - the importance of understanding
  • Communication megatrends
  • Coming soon - what to look out for?

Thank you to our media partners for their continued support