PENSION FUND MANAGEMENT AND ADMINISTRATION

DURATION

5 days

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

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

Book this course

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PENSION FUND MANAGEMENT AND ADMINISTRATION

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