Pension Fund Management And Administration

DURATION

5 days

DATE

1 – 5 Jul, 4 – 8 Nov, 25 – 29 Mar, 12 – 16 Aug, 25 Feb – 1 Mar 2019  

FEE

£3850

LOCATION

Holiday Inn Express Hotel 1 Priddys Yard Croydon CR0 1TS

Course Objective:

The pension world is a fast moving place that cannot be ignored.                                                     

The requirements and duties of everyone involved with work-related pension schemes are growing in complexity; consequently the pressure on auditors and accountants is at an all time high. Our tailored training shall address the practical elements of treating this as well as providing more informed procedural guidance on accounting and

Who should attend

Pension scheme administrators

Pension accounting staff

Pension reporting staff

Pension investment consultants

Pension fund managers

Trustees

Finance staff

Actuarial staff

Asset/Liability consultants

DC scheme designers

Pension product developers

Asset allocators/investment strategists

Insurance company staff

Regulators

Pension governance specialists

Pension risk specialists

Benefits of attending

  • Develop a 360 degree angle on pension scheme regulation
  • Take an in-depth look at pension scheme investments including alternative investments and auditing troubles
  • Investigate the pensions SORP and its main requirements
  • Plan the key stages of a change process, using appropriate tools
  • The Employers Covenant and Clearance
  • Have a range of analytical tools at hand to help identify the cause of problems
  • Initiate a strategic planning process
  • Develop sustainable policies on records and improve their management
  • Corporate Governance

This course can also be taken in

Accra: 3 – 7 Jun, 30 Sep – 4 Oct, 30 Dec – 4 Jan, 25 Feb – 1 Mar, 20 – 24 May 2019     

Dubai: 19 – 23 Aug, 23 – 27 Sep, 14 – 18 Oct, 16 – 20 Dec, 11 -15 Feb 2019  

Texas: on request

Course Content

Pensions Administration

  • Introductions

  • Why have Pensions

  • Pensions Framework

  • Occupational schemes

  • Trustees

  • Risks

  • Pensions Act case study

  • Tax

  • Retirement

  • New members

Pensions Administration

  • Scheme Rules

  • Trigger events

  • Advantages and disadvantages of Defined Benefit and Defined Contribution schemes

  • AVC

  • Additional options in retirement

  • Pension scheme management

  • Trustee meetings & Governance

  • Delegated functions

  • Use of advisors and service providers

  • Using actuaries

Pension fund investment strategies

Corporate Governance

Book this course

please send us your details & someone from our team will get back to you

IT ServicesBudgeting: Planning, Forecasting, Simulation Reporting

8 + 7 =

Our Latest Upcoming Courses

Petroleum risk and decision analysis

5 days 24-28 February 2020£3950Holiday Inn Express Hotel, London Croydon 1 Priddys Yard Croydon, CR0 1TS London, United Kingdom.  Running a successful petroleum operation...

Project and Resource Management

(Part of  oil and gas)5 days 23-27 March 2020£3950 Holiday Inn Express Hotel, London Croydon, 1 Priddys Yard Croydon CR0 1TS London United KingdomRunning a successful petroleum...

Risk Assessment & Risk Management in the Oil & Gas Industry

(Part of Oil and Gas) 5 days20-24 April 2020 £3950Holiday Inn Express Hotel, London Croydon, 1 Priddys Yard Croydon, CR0 1TS London, United Kingdom This training course will...

Essentials Of Contracting And Contract Negotiation

5 days 18-22 May 2020 £3950 Holiday Inn Express Hotel 1 Priddys Yard Croydon CR0 1TS LONDON The Essentials of Contracting and Contract Negotiation training course will help...

Coaching And Mentoring For Leaders And Managers

      5 days 8 -12 Jul, 4 - 8 Nov, 9 - 18 Dec 2019 £3850 Jurys Inn Croydon Wellesley Rd, Croydon CR0 9XY Leaders and managers are not generally looking to become...

Strategy and Effective Performance Management

      5 days 23-27 Mar 2020 £3950 Holiday Inn Express Hotel,London Croydon,1 Priddys Yard CroydonCR0 1TSLondon, United Kingdom. Strategy and Effective Performance...

LOCATION