Pension Fund Management And Administration
(Part of Accounting Banking and Finance)
COURSE OVERVIEW
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
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Introductions
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Why have Pensions
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Pensions Framework
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Occupational schemes
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Trustees
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Risks
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Pensions Act case study
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Tax
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Retirement
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New members
Pensions Administration
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Scheme Rules
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Trigger events
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Advantages and disadvantages of Defined Benefit and Defined Contribution schemes
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AVC
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Additional options in retirement
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Pension scheme management
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Trustee meetings & Governance
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Delegated functions
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Use of advisors and service providers
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Using actuaries
Pension fund investment strategies
Corporate Governance
Book this course
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