Pensions DeMystified

An intensive half day course (8.30 am to 1.30pm, including working lunch) designed to unravel the mysteries surrounding pension schemes and to give you a firm grounding in retirement planning, to enable you to address pension issues with comprehension and confidence.

Suitable for:

  • Executives and managers with responsibility for pensions
  • Financial and HR professionals
  • Newly appointed trustees, who want to understand their role and responsibilities
  • Experienced trustees, needing an up to date and in-depth exploration of pension issues.

The course is registered with the Pensions Authority and meets the statutory requirement for trustee training under the Pensions Act.

Course Content:

The course covers all aspects of pension schemes from explaining the basics to essential technical details, in a logical format, including:

  • Nature of pension schemes
  • Trusteeship
  • Pensions law and legal issues
  • Financing retirement
  • Investment
  • Communication
  • Compliance
  • Good governance
  • Latest developments.

There will be an opportunity for you to put your knowledge and judgment to test in an interactive case study.

Why this course?

Accessible: The emphasis is on comprehension and dealing with complex issues in an understandable fashion

Practical: We deal with the real day to day matters facing trustees and others involved in managing pensions

Authoritative: The course is designed and presented by consultants with extensive experience consulting at the highest level, professionally qualified in actuarial, legal and financial disciplines.

Interactive: Participants are encouraged to share their own experiences and views, and to raise matters of current concern to their own situations

Enjoyable: We like to provide participants with an interesting and engaging experience of building their knowledge and skills in this important discipline.

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