Double-click to edit
Tap to edit

Foundation/Intermediate level

Our virtual DC training course provides solid training 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 One: 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
  • Consideration of the DWP’s consultation on improving outcomes for DC pension schemes, the potential path to consolidation under master trusts and the advantages and disadvantages of this
  • 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 Two: Delivering positive outcomes 

  • 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
  • Administration / provider solutions – roles and responsibilities, delivering for stakeholders (including setting and reviewing service level agreements), market developments including master trusts
  • Communication and Engagement – how to communicate to drive engagement and education
Course details

The five hour course is split over two days and will cover both of the sessions below. . 

Session One: Framework for a well run scheme
15 September 2021 | 9.30-12.00

Session Two: Delivering positive outcomes
16 September 2021 | 9.30-12.00

"One of the best training courses I have attended which really helped demystify a lot of pensions related concepts. Also, the content is very pertinent and linked to the current situation and changing times."
Recent DC Training course attendee

Registration fees

The cost of each virtual training course is £125 per delegate for five 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 2021

We would like to continue providing you with exclusive content directly to your inbox, but need your permission first: