PENSION FUND MANAGEMENT AND ADMINISTRATION
COURSE OVERVIEW
DURATION
DATE
27 – 31 March 10 – 14 July 9 – 13 Oct 18 – 22 Dec 2024
FEE
£4500
LOCATION
The Business Xchange Hub, Marco Polo House
3-5 Lansdowne Road, Croydon, Surrey, CR0 2BX United Kingdom
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 auditing obstacles.
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: 20 – 24 March , 03 – 07 July, 02 – 06 Oct, 18 – 22 Dec 2024
Dubai: 12 – 16 March 03 – 07 June 12 – 16 August 14 – 18 Oct 2024
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- Pensions Administration
Introductions
Why have Pensions
Pensions Framework
Occupational schemes
Trustees
Risks
Pensions Act case study
Tax
Retirement
New members
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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
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Pension fund investment strategies
- Pensions Administration