Introduction to Defined Contribution pensions: running a DC scheme

Who should attend

Newly appointed trustees, experienced trustees in need of an update, HR and finance professionals with pensions responsibilities and company directors.

Synopsis

Trustees are also required to be familiar with their scheme’s governing documentation. HR specialists, pensions managers and company directors also need to know about the increasingly complex legal framework within which their company’s pension scheme operates. This course is designed to give those with responsibility for a DC pension scheme the knowledge they need to run their schemes more effectively.

Programme

Nature of trusteeship

what are trusts?
the role and responsibilities of trustees
trustee liability and protection

Running a Defined Contribution scheme

member communications
governance requirements and the Chair’s annual statement
selecting and reviewing your scheme’s investment funds
duties when designing the default fund
monitoring costs and charges and assessing ‘good value’
how can members access their pension savings?

The regulatory framework for Defined Contribution schemes

the role of the Pensions Regulator
the tax regime for DC pensions
resolving disputes

Practicalities

running a trustee meeting
decision-making and exercising discretions
managing conflicts of interest

Using case-studies we consider common issues associated with running a DC scheme (including exercising trustee discretions). An investment consultant will join us to cover the actuarial and investment aspects of the course.

Download the full Introduction to defined contribution pensions - running a DC scheme training course programme

Cost: £499

All prices are exclusive of VAT

Group discount:

10% discount for delegate 2 and subsequent delegates.

Online payment discount: 5%

Select a date

Sorry, all our scheduled dates have passed and this event is now closed.
If you would like further information please email the event administrator.

Eversheds Sutherland is the name and brand under which the members of Eversheds Sutherland Limited (Eversheds Sutherland (International) LLP and Eversheds Sutherland (US) LLP) and their respective controlled, managed and affiliated firms and the members of Eversheds Sutherland (Europe) Limited (each an "Eversheds Sutherland Entity" and together the "Eversheds Sutherland Entities") provide legal or other services to clients around the world. Eversheds Sutherland Entities are constituted and regulated in accordance with relevant local regulatory and legal requirements and operate in accordance with their locally registered names. The use of the name Eversheds Sutherland, is for description purposes only and does not imply that the Eversheds Sutherland Entities are in a partnership or are part of a global LLP. The responsibility for the provision of services to the client is defined in the terms of engagement between the instructed firm and the client.