Book now whilst spaces are available.
About Build your pensions foundation with expert‑led online workshops
Hosted online over two days, the Introduction to Pensions (Basic) course comprises seven dynamic 30-minute workshops led by industry experts. Participants have the flexibility to tailor their learning experience by selecting sessions that align with their interests and needs.
Why Attend
Agenda
28 Sept
Setting the scene
- History of UK pensions
- Types pf pension arrangements
- Making sense of jargon
- Automatic enrolment
- Dashboards
Speaker
-
Robert Wakefield FPMI
- Company
- The Tracing Group
- Job Title
- Chief Operating Officer
The role of the Pension Administrator
- Disclosure regulations
- Other statutory communication requirements
- Calculating benefits
- Communicating benefits
- The importance of data security
- Difference between DB and DC administration
Speaker
-
Daniel Haggett
- Company
- Howden
- Job Title
- Client Relationship Manager
How to manage members' complaints effectively
- Internal disputes and resolutions
- The Pensions Ombudsman
- Trustee duties
Speaker
-
Richard Meers
- Company
- Arc Pensions Law
- Job Title
- Senior Associate
29 Sept
Data Security
- Data security requirements
- Consequences of a data breach
- The difference between the breaching process
Speakers
-
Adrian Currie
- Company
- Hymans Robertson
- Job Title
- Information Governance Advisor
-
Masha Paterson
- Company
- Hymans Robertson
- Job Title
- Data Protection Specialist
Money in and money out: contribution options
- What goes in and what potentially can go out?
- What is a pension scheme?
- How does DB work differently to DC?
Speaker
-
David Cole
- Company
- Howden
- Job Title
- Client Relationship Manager
What do you need to tell members and when?
- Beyond disclosure - the importance of understanding
- Communication megatrends
- Coming soon - what to look out for?
Speaker
-
Megan Mason
- Company
- Gallagher
- Job Title
- Principal Consultant, Communications Practice
Speakers
The Tracing Group
Chief Operating Officer
The Tracing Group
Chief Operating Officer
Robert Wakefield FPMI
Chief Operating Officer
Chief Operating Officer
The Tracing Group
Robert Wakefield FPMI
Chief Operating Officer
Howden
Client Relationship Manager
Howden
Client Relationship Manager
Daniel Haggett
Client Relationship Manager
Client Relationship Manager
Howden
Daniel Haggett
Client Relationship Manager
Arc Pensions Law
Senior Associate
Arc Pensions Law
Senior Associate
Richard Meers
Senior Associate
Senior Associate
Arc Pensions Law
Richard Meers
Senior Associate
Hymans Robertson
Information Governance Advisor
Hymans Robertson
Information Governance Advisor
Adrian Currie
Information Governance Advisor
Information Governance Advisor
Hymans Robertson
Adrian Currie
Information Governance Advisor
Hymans Robertson
Data Protection Specialist
Hymans Robertson
Data Protection Specialist
Masha Paterson
Data Protection Specialist
Data Protection Specialist
Hymans Robertson
Masha Paterson
Data Protection Specialist
Howden
Client Relationship Manager
Howden
Client Relationship Manager
David Cole
Client Relationship Manager
Client Relationship Manager
Howden
David Cole
Client Relationship Manager
Gallagher
Principal Consultant, Communications Practice
Gallagher
Principal Consultant, Communications Practice
Megan Mason
Principal Consultant, Communications Practice
Principal Consultant, Communications Practice
Gallagher
Megan Mason
Principal Consultant, Communications Practice
Costs
| Description | Cost |
|---|---|
| Members | £50 (+VAT) per session / £240 (+VAT) all sessions. |
| Non-members | £70 (+VAT) per session / £450 (+VAT) all sessions |
Location
Zoom
This session will be delivered live via Zoom, allowing you to join from anywhere with ease. Once registered, you’ll receive a secure access link and joining instructions. Simply log in on the day to participate, ask questions, and interact with speakers in real time.
