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Getting Ready for Your Next Pension Scheme Valuation

We will bring you up to date with the significant changes that will affect your next pension scheme valuation and the practical implications of the Pension Regulator’s Code of Practice and new risk management framework.

We will also assess the impact of the current low gilt yield environment on forthcoming valuations.Punter Southall’s team of specialists will provide practical guidance for trustees and employers.

You will also have the opportunity to discuss with other trustees and corporate sponsors how others are approaching their upcoming valuations.

– Understanding the implications of the new risk management framework
– How to obtain desirable outcomes from your negotiations
– Understanding how covenant impacts on the choice of valuation assumptions
– Achieving your de-risking and long-term goals
– Understanding the range of assumptions that can be used to assess your scheme’s liabilties

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Agenda

08:30 Registration

09:00 Start

10:30 Close with coffee

Location

10-11 Carlton House Terrace
London
SW1Y 5AH

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Trustee Knowledge & Understanding (TKU) Course

For trustees of defined benefit schemes

It is now over ten years since the Trustee Knowledge and Understanding (TKU) requirements were introduced. Since, then the range of topics that trustees need to understand has become much wider, with new concepts such as integrated risk management for trustees to grapple with, an ever greater choice of asset classes and investment approaches to consider and additional governance considerations for trustees to comply with.
Punter Southall’s TKU courses are aimed primarily at new trustees (or those who would like a refresher) and will take trustees through the basics of the Pensions Regulator’s TKU scope guidance as well as providing an insight into some of the experiences and challenges that trustees are likely to face. The course will be interactive, with plenty of practical examples and opportunities for discussion and questions.
The course will cover:
Introduction to pension schemes: the parties involved in pension schemes and some of the legislative background to pensions.
Trusts and trusteeship: the roles and responsibilities of trustees and key trustee powers and discretions
Funding and valuations: the types of actuarial valuations and the Pensions Regulator’s expectations for funding pension schemes, including integrated risk management.
Introduction to investment: different asset classes, the risks and rewards associated with them and the key principles in setting an investment strategy.
Managing a pension scheme: preparing for a typical trustee meeting and key governance and whistleblowing requirements.
The course is aimed at the trustees of defined benefit (DB) schemes, but will also touch on the key issues relating to defined contribution (DC) AVC funds for which many DB trustees will also be responsible.
Price: £495 – to include all course materials, lunch and refreshments throughout the day

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Agenda

9.30am to 4.30pm

Location

Punter Southall Head Office
11 Strand
London
WC2N 5HR

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