Pension trustee knowledge and understanding annual training day
Wednesday, 13 September 2023 (9:30 a.m. - 6 p.m. BST)
We are delighted to share the details of our annual training day with you for new and inexperienced trustees, plus anyone who would like to get up to speed on legal aspects of occupational pension schemes.
The day will be based on legal aspects of the Pensions Regulator's trustee knowledge and understanding syllabus and will help you demonstrate that you meet the statutory requirement for trustees to have knowledge and understanding of pensions and trust law.
Topics we will cover include:
The role of pension trustees and their advisers
The Pensions Regulator, HMRC and the Financial Conduct Authority: who does what?
A member’s pension journey from new employee to retirement
Cybersecurity and pension scams
Investing pension scheme assets
Preparing for pension dashboards
Special features of defined benefit (DB) pensions: funding and employer covenant; moral hazard; the Pension Protection Fund; and preparing for buyout
Special features of defined contribution (DC) pensions: choosing default and self-select funds; the DC charges cap; the importance of good administration; member options at retirement