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Seminar Programme 2007/08

Over the last 7 years Barnett Waddingham has run a number of free seminars on current pension topics which are well attended by clients, prospects and other contacts of the company. Please put these dates in your diary now to avoid disappointment – a faxback form will be mailed out before each seminar so that you can confirm your attendance.

Seminar topics

September 2007 - Transfer values and other de-risking options

The do’s and don’t’s for employers and trustees when offering transfer values to individual members as a way of reducing pension scheme liabilities. We will also consider other “de-risking” options currently available in the market.

October 2007 - Mortality update

A review of the latest mortality investigations using data from self-administered pension schemes and an update on mortality projections and how to allow for future improvements in mortality.

November 2007 - Managing Defined Contribution Pension Plans

Barnett Waddingham Investments LLP identifies strategies that plan sponsors can adopt in order to control risks to members of defined contribution pension plans including those risks identified by the Pensions Regulator in his recent publication. We also suggest practices and procedures to achieve effective ongoing management of DC plans.

December 2007 - UK and International Accounting Standards

We consider the latest developments in UK and International accounting standards. We will also review the range of acceptable assumptions for accounting purposes and consider what assumptions might be appropriate for those companies with a financial year ending on 31st December 2007.

January 2008 - Pension Protection Fund (PPF)

A review of the PPF’s activities and its proposals for calculating the risk-based levy at 31st March 2008. We will also consider the steps that either employers or trustees can take in order to reduce their PPF levy.

February 2008 - Investment

A review of investment markets, investment strategies and the latest investment ideas for pension scheme trustees.

March 2008 - Scheme Funding

We share our experiences of the new Scheme Funding regime and review the activities of the Pensions Regulator and its involvement in actuarial valuations.

April 2008 - Pension scheme administration

The latest developments in pension scheme administration and pension scheme accounting. We also consider the potential benefits of internet access for all those involved in the adminstration of the pension scheme, including the pension scheme members.

May 2008 - Breaking news

Hold that page….let’s see what happens in the pensions world…..!

Amersham Cheltenham Glasgow
5.15pm start - Refreshments from 5pm and afterwards 5.15pm start - Refreshments from 5pm and afterwards 5.15pm start - Refreshments from 5pm and afterwards
September 2007 - Transfer values and other de-risking options Wednesday 19th September Wednesday 19th September Tuesday 18th September
October 2007 - Mortality Update Thursday 18th October Wednesday 17th October Wednesday 24th October
November 2007 - Managing defined contribution pension plans Thursday 22nd November Wenesday 21st November Thursday 22nd November
December 2007 - UK and International Accounting Standards Wednesday 12th December Wednesday 12th December Tuesday 11th December
January 2008 - Pension Protection Fund (PPF) Wednesday 23rd January Wednesday 23rd January Wednesday 23rd January
February 2008 - Investment Wednesday 20th February Wednesday 20th February Thursday 21st February
March 2008 - Scheme Funding Wednesday 19th March Wednesday 19th March Tuesday 18th March
April 2008 - Pension Scheme Administration Wednesday 23rd April Wednesday 23rd April Wednesday 23rd April
May 2008 - Breaking News Wednesday 21st May Wednesday 21st May Thursday 22nd May

Leeds Liverpool London
8.45am start - Coffee and breakfast from 8.15 5.15pm start - Coffee and breakfast from 8.15 5.15pm start - Refreshments from 5pm and afterwards
September 2007 - Transfer values and other de-risking options Thursday 20th September Thursday 20th September Tuesday 25th September
October 2007 - Mortality Update Thursday 18th October Thursday 18th October Tuesday 16th October
November 2007 - Managing defined contribution pension plans Thursday 22nd November Thursday 22nd November Wednesday 21st November
December 2007 - UK and International Accounting Standards Thursday 13th December Thursday 13th December Tuesday 11th December
January 2008 - Pension Protection Fund (PPF) Thursday 24th January Thursday 24th January Tuesday 22nd January
February 2008 - Investment Thursday 21st February Thursday 21st February Thursday 21st February
March 2008 - Scheme Funding Thursday 27th March Thursday 27th March Wednesday 26th March
April 2008 - Pension Scheme Administration Thursday 24th April Thursday 24th April Tuesday 22nd April
May 2008 - Breaking News Thursday 22nd May Thursday 22nd May Tuesday 20th May

Seminars will usually be accredited with Formal Pensions CPD by the Pensions Management Institute.

You will receive an invitation approx 3 weeks before each seminar, or places may be reserved by contacting your local Barnett Waddingham office.

Barnett Waddingham LLP, June 2007