Introduction to UK Pensions
London
Thursday 1st March 2018
Sackers, 20 Gresham Street, London ECRV 7JE

Are you working in either a pensions role or an allied business area where pensions knowledge would be advantageous? This introductory workshop is designed for those with little or no previous pensions knowledge. Our expert panel will talk through the essentials of the pensions industry. From outlining the pensions law and defining the role of the administrator to shedding light on the design of Trust based pension schemes. We’ll share our insights and update you on the core areas that professionals starting out in the pensions industry need to know, as well as answer any questions you have about the pensions industry.


Kindly hosted by:

REGISTRATION AND COFFEE

Chairman's introduction


Lesley Carline

Vice President

PMI

Setting the Scene


  • Essential Jargon
  • Parties involved in pensions schemes
  • Types of Trustees


Lesley Carline, Vice President, PMI


Pensions Law


  • Role of Lawyers: Company vs Trustees
  • Complaints and the Ombudsman
  • Recent legislation and on the horizon



Chirag Ghelani, Senior Associate, Sackers


Design of Trust based Pension Schemes


  • Defined benefit
  • Defined contribution
  • Retirement benefits
  • Early leavers
  • lll health benefits
  • Death benefits


 Julian Mainwood, Partner, Barnett Waddingham

Pensions Administration


  • Role of administrator
  • Calculating benefits
  • Communicating benefits
  • Data



 

Paul Couchman, Managing Director, Premier

LUNCH

Member engagement   


  • Disclosure
  • Advice vs guidance 
  • New communicating channels 

  Karen Bolan, Head of Engagement, AHC 


Pension Scheme Funding

            

  • Role of the actuary and Investment Consultant
  • Contribution
  • Investments
  • Actuarial valuation


  Andy Nichols, Consultant, Aon Hewitt              

Concluding remarks and O&A

Members £109.00   

All prices displayed exclude VAT

Non Members £163.00   

All prices displayed exclude VAT

PMI Accreditation

This course will be relevant for those

undertaking CPD.


The PMI is a designated accredited body for

RDR purposes by the FCA. The PMI accredited

body role is called the PMI Accredited Adviser

Programme (PMI AAP). Further details can be found on our website.

If you would like to receive further details and would like to register tickets, please simply follow the links below or contact us on

T: 0207 392 7427 | E:trastegar@pensions-pmi.org.uk

We look forward to seeing you at the event, tickets are strictly limited so we do  recommend registering early.


Our Regular Participants