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Pension Fund Management And Administration Duration: 1 Week/s

Course Information

  • Course Price £4895 Plus VAT
  • Location UK Courses
  • Course Code PFMA
  • Course Date 7 Jul – 11 Jul 2025

Course Objectives

The pension world is a fast-moving place that cannot be ignored.
The requirements and duties of everyone involved with work-related pension schemes are growing in complexity; consequently, the pressure on auditors and accountants is at an all-time high. Our tailored training shall address the practical elements of treating this as well as providing more informed procedural guidance on accounting and auditing obstacles.

Who Should Attend?

Pension scheme administrators, Pension accounting staff, Pension reporting staff, Pension investment consultants, Pension fund managers, Trustees, Finance staff, Actuarial staff, Asset/Liability consultants, DC scheme designers, Pension product developers, Asset allocators/investment strategists, Insurance company staff, Regulators, Pension governance specialists, Pension risk specialists.

Course Overview

Pensions Administration

  • Introductions. Why have Pensions, Pensions Framework

  • Occupational schemes

  • Trustees, Risks

  • Pensions Act case study

  • Tax, Retirement, New members

    • Pensions Administration
  • Scheme Rules, Trigger events

  • Advantages and disadvantages of Defined Benefit and Defined Contribution schemes

  • AVC, Additional options in retirement

  • Pension scheme management

  • Trustee meetings & Governance

  • Delegated functions, Use of advisors and service providers

  • Using actuaries

    • Pension fund investment strategies
    Corporate Governance


    Benefits of Attending

  • Develop a 360-degree angle on pension scheme regulation

  • Take an in-depth look at pension scheme investments including alternative investments and auditing troubles

  • Investigate the pensions SORP and its main requirements

  • Plan the key stages of a change process, using appropriate tools

  • The Employers Covenant and Clearance

  • Have a range of analytical tools at hand to help identify the cause of problems

  • Initiate a strategic planning process

  • Develop sustainable policies on records and improve their management

  • Corporate Governance


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