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.

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

https://www.barnett-waddingham.co.uk/dc-pensions-virtual-training/

Cost is for Day 1 & Day 2