Pension Fund Management And Administration


5 days


27 – 31 March,10 – 14 July, 9 – 13 Oct, 18 – 22 Dec 2023




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

Who should attend

Pension scheme administrators

Pension accounting staff

Pension reporting staff

Pension investment consultants

Pension fund managers


Finance staff

Actuarial staff

Asset/Liability consultants

DC scheme designers

Pension product developers

Asset allocators/investment strategists

Insurance company staff


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 2023     

Dubai: 13 – 17 March, 05 – 09 June, 14 – 18 August, 16 – 20 Oct 2023

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

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