Under the Pensions Act 2004, trustees must demonstrate a sound awareness of investment principles. They should also be able to question and challenge investment advisers effectively.

In this half-day course, we cut through the jargon to give trustees a clear understanding of pension scheme investment.

Scheme trustees need knowledge and understanding of legal, financial and investment issues. This half-day course takes trustees through:

• The role and duties of the trustee
• Scheme governance
• Scheme funding.

Under the Pensions Act 2004, trustees must demonstrate a sound awareness of investment principles. They should also be able to question and challenge investment advisers effectively.

In this one-day course, we cut through the jargon to give trustees a clear understanding of pension scheme investment.

This 45-minute webinar – which takes place on Monday 30 September 2024 at 10.00am – will provide an update for SHPS employers, following the publication of the 2023 valuation results.

Our housing pension specialists will update you on:

• Reasons behind the funding position changes from 2020 to 2023
• Impact of reduced deficit contributions combined with increased expenses
• Suspension of the CARE 120th benefit structure
• Defined Benefit (DB) section cost changes and their impact on both scheme members and employers
• SHPS bulk transfer activity over the past year
• Defined Contribution (DC) changes planned by TPT for the next 12 months
• How to safeguard financial wellbeing across your workforce, with tools like a Financial MOT.

Housing pension speakers will include Dale Walmsley and Neal Thompson. Camille French and Louise Foxton will cover DC and financial wellbeing issues, respectively.

Complex assumption choices and intensified auditor scrutiny make year-end pension cost accounting disclosures more and more challenging for university and school finance teams.

Join our pension cost accounting specialists for our 45-minute webinar, Key issues for pension cost accounting in the education sector.

The webinar takes place on Thursday 18 July 2024 at 10am and will focus on the education sector.

In this webinar, our panel of experts will discuss:

• Financial market and demographic shifts over the last 12 months and what these mean for your year-end accounting position
• Intensified auditor scrutiny in areas such as surplus recognition and the treatment of special events
• Hot pension topics in the education sector – including the latest developments in sectoral schemes (such as TPS, USS and LGPS) and in-house schemes.

What will 5% corporate bond yields mean for your pension cost accounting disclosures at 31 March 2024?

In this 45-minute webinar, which takes place on Friday 19 April 2024 at 10am, our pension cost accounting specialists will discuss:

• The impact of persistently high short-term inflation
• Recent asset returns and what this means if you now have a surplus
• Changes in life expectancy
• Increased auditor scrutiny.

Defined Contribution (DC) pension arrangements are under increasing scrutiny, as Government and regulatory bodies seek to protect member interests.

At this time of swift and sweeping change, trustees and employers must keep on top of broader changes, and respond appropriately.

Our one-day Defined Contribution course helps trustees and employers of DC schemes stay on the right side of the law and follow best practice.

Join our housing pension specialists for a one-hour webinar, Current pension issues for SFHA members.

The webinar takes place on Thursday 25 January 2024 at 11am and will cover these areas:

• LGPS – Looking at the results of the 2023 valuations, we’ll discuss the options available to employers ahead of contribution changes in March 2024
• SHAPS valuation – We look ahead to what the results of the 2024 valuation could bring for employers, including a (potentially significant) reduction in costs for employers currently open to future pension build-up
• Year-end accounting – What might employers expect to see in their year-end disclosures at 31 March 2024?

Our panel of speakers will be led by Dale Walmsley, Partner at First Actuarial.