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Introduction to Defined Contribution pensions: running a DC scheme

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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%

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