Introduction to UK Pensions - Leeds | Pensions Management Institute (PMI) | 25 October 2017 | Barnett Waddingham, 7th Floor, Pinnacle, 67 Albion Street, Leeds LS1 5AA, UK

Is your career in need of a boost? Are you working in either a pension’s role or an allied business area where pension’s knowledge would be advantageous?

This introductory workshop is designed for those with little or no previous pension’s knowledge. Our expert panel will talk through the essentials of the pensions industry. From outlining the pension’s 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.

Topics include:

• Setting the scene
Essential jargon
Parties involved in a pension scheme
Types of Trustees

• Pensions Law
Role of lawyers – Company v Trustee
Complaints and the Ombudsman
Recent legislation and on the horizon

• Design of Trust based pension schemes
Defined benefit
Defined contribution
Retirement benefits
Early leavers
Ill health benefits
Death benefits

• Pension Administration
Role of the administrator
Calculating benefits
Communicating benefits
Data

• Member Engagement
Disclosure
Advice v guidance
New communication channels

• Pension Scheme Funding
Role of the Actuary and Investment Consultant
Contributions
Investments
Actuarial valuation

2017 Speakers:

Paul Couchman
PMI Past President

Robert Wakefield
First Actuarial

Karen Bolan
AHC

Jessica Brush
Aon Hewitt