DC Pensions | Virtual Training | September 2020

Our virtual DC training course provides a solid grounding for all those involved in DC pension arrangements, whether you are a trustee or an employer, helping you achieve positive outcomes for scheme members. 

The training provides a thorough grounding in pension matters. It’s ideal for those who are new to pensions as well as those seeking a reminder or update on topical issues.

You’ll learn about the ongoing governance and operation of schemes and, if you are a trustee, develop the knowledge to complete TPR’s Trustee toolkit with confidence.


Topics covered

Session 1: Framework for a well run scheme

  • Scheme documentation – compliance vs best practice and consideration of the following: Trust Deed and Rules, Statement of Investment Principles, Risk Registers, Chair’s Statement
  • Pension legislation and DC requirements including Value for Member and the Regulator’s Code of Practice
  • Focus on technical elements – new legislation changes, DC discharge/scheme wind-up and asset transition (key considerations and potential pitfalls)
  • The impact of Covid-19 on pensions, including contributions

Session 2: Delivering positive outcomes 

  • Administration / provider solutions – roles and responsibilities, delivering for stakeholders (including setting and reviewing service level agreements), market developments including master trusts 
  • At-retirement – flexibilities and usage, advice and guidance options.
  • Investments – defaults (including tailoring to a membership), interaction with at-retirement including retirement pathways and Environmental, Social and Governance considerations
  • Communication and Engagement – how to communicate structures to drive engagement and good member outcome
Course details

You can book one of the dates from each session below. For example, you can choose both sessions for the start or for the end of September, or a mixture of both. 

Session 1: Framework for a well run scheme
1 or 29 September | 9.30-11.30

Session 2: Delivering positive outcomes
2 or 30 September | 9.30-11.30

The cost of each virtual training course is £125 per delegate for four hours over two days. Please note, all prices exclude VAT and payment is due on booking. 

Don't miss out

The high quality of our trustee training sessions are independently recognised by the Pensions Management Institute (PMI). PMI Accredited programmes meet the requirements of one or all of the various PMI CPD programmes. 

Find out more

DC Pensions | Virtual Training | September 2020

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