An Intensive 5-day Training Course
Pensions Management
Develop the Skills to Manage and Administer Pension Plans Effectively
INTRODUCTION
The Pensions Management Course delivers essential knowledge and practical guidance for professionals involved in the design, administration, and auditing of pension schemes. As regulatory environments become more complex and responsibilities grow, the ability to manage pension-related duties effectively is critical for organizations across sectors.
This Pensions Management Training explores the full spectrum of pension scheme administration, investment strategy, auditing challenges, and compliance with regulatory frameworks. Participants will gain insight into both private and public sector practices, while also learning how to apply best-in-class administrative procedures and adapt to changes in pension legislation.
In addition to core pensions topics, this course also addresses the importance of electronic records management and equips delegates with tools to implement efficient recordkeeping systems that support compliance and long-term governance.
Key focus areas include:
- Strategic and procedural guidance for managing pension schemes
- Challenges and solutions in pension accounting, auditing, and investments
- Best practices in records management and scheme documentation
- Practical tools for change management and decision-making in pension systems
TRAINING OBJECTIVES
By the end of this Pensions Training Course, participants will be able to:
- Understand pension scheme governance, administration, and regulatory requirements
- Analyze investment options, including alternative assets, and address auditing challenges
- Apply the principles of the Pensions SORP and its implications on reporting
- Plan and execute change processes using strategic tools and techniques
- Improve the accuracy and compliance of recordkeeping in pension management
- Evaluate records for appraisal, archiving, and legal retention
- Develop action-oriented solutions through job-relevant case studies
WHO SHOULD ATTEND?
This Pensions Management Training Course is designed for:
- Pension Scheme Managers and Administrators
- Trustees and Fiduciaries
- Internal Auditors and Compliance Officers
- Financial Controllers and Management Accountants
- HR Professionals and Benefits Coordinators
- Anyone Seeking a Structured Approach to Pensions Planning and Administration
TRAINING METHODOLOGY
The Pensions Management Course utilizes a dynamic, participant-centered approach to learning. The methodology includes:
- Expert-led presentations supported by real-life case examples
- Facilitated group discussions linking theory to workplace responsibilities
- Case studies and job-related scenarios for practical insight
- Video demonstrations of key pension administration processes
- Tools and templates to reinforce learning and support implementation
Participants are encouraged to contribute their experiences to enhance group learning and foster collaborative problem-solving.
TRAINING SUMMARY
This Pensions Course offers a complete overview of the operational, strategic, and technical aspects of pensions management. From regulatory compliance to scheme administration, investment decisions, and digital records management, this training empowers professionals to lead change and deliver value within their pension-related roles.
Key takeaways include:
- A 360-degree understanding of pension scheme regulations and strategy
- The ability to address audit and investment challenges confidently
- Practical skills in electronic records management and compliance
- Improved ability to plan, manage, and implement change in pension schemes
This EuroMaTech training course equips participants to navigate the evolving pensions landscape, ensuring stronger governance, reduced risk, and improved efficiency for their organizations.
TRAINING OUTLINE
Day 1: Introduction to Pensions
- Why Have a Pension
- Pensions Framework
- Occupational Schemes
- Trustees
- Risks
- Case Example or Case Study
Day 2: Basics to Administration
- Understanding Pensions
- Being a Trustee
- Scheme Rules, Contributions and Benefits
- Case Example or Case Study
Day 3: Running the Pension Administration Scheme Defined Contribution Scheme & Defined Benefit Scheme
- Running a Scheme
- Scheme financing for Defined Benefit Schemes
- Case Example or Case Study
Day 4: Understand the Objectives and Value of Records Management
- What are Records
- Risk Associated with Electronic Records
- ERM Misconceptions & Strategies
- Records Retention & Disposals
- Records Storage
- Effective filing
- Case Study
Day 5: Producing a Strategic Response to Pensions Administration
- Investing a Scheme Assets
- Administrating and Accounting
- Member Communication
- Managing Problems
- Case Study
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ACCREDITATION
This activity has been pre-approved by the Human Resources Certification Institute (HRCI). Participants attending this training session are entitled to receive: 25 General Recertification Credit Hours.
The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit
EuroMaTech is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Euromatech is a Knowledge & Human Development Authority (KHDA) approved training institute in Dubai, licensed and approved to deliver training courses in the UAE.
The KHDA is the regulatory authority in the UAE, that oversees administering, approving, supervising, and controlling the activities of various education providers in the UAE. We are proud of our commitment to ensuring quality training courses and status as a KHDA-approved training provider.
FAQ
EuroMaTech provides a range of ISO certification and compliance training courses, including:
- ISO 9001 – Quality Management Systems Training
- ISO 45001 – Occupational Health & Safety Management Training
- ISO 14001 – Environmental Management Systems Training
These courses help organizations adopt internationally recognized standards and improve their overall performance.
To register for a training course, you can:
- Visit the EuroMaTech website, browse the available courses, and follow the online registration process.
- Contact EuroMaTech’s support team for assistance with course selection or inquiries about corporate training solutions.
EuroMaTech stands out as a leader in training and professional development due to:
- 30+ years of experience delivering high-impact training courses across industries.
- Accreditations from leading institutions, ensuring top-tier course quality and recognition.
- A portfolio of thousands of training courses, serving professionals at every level.
- A focus on innovation and future-ready learning models, including blended and digital training.
- Long-term partnerships with organizations globally, ensuring sustained success through talent development.
EuroMaTech has successfully delivered thousands of training courses, with thousands of professionals from over 50 countries attending annually.
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
We provide two flexible training formats to suit your preferences:
- Classroom Training: Experience in-person learning with expert instructors. Engage in interactive discussions, hands-on activities, and benefit from face-to-face networking.
- Online Training: Join live online sessions from anywhere, offering flexibility for those with busy schedules or who prefer remote learning.
- In-House Training: We can bring our training directly to your organization, allowing for tailored sessions that address your specific needs and objectives.
Yes, we provide tailored training solutions designed to meet the specific needs of your organization. Customized courses can be delivered either in-person or online, and you can select the dates and duration that best fit your schedule. For more details, please contact us at [email protected]
Yes, we can assist you with the following:
- Corporate Discount: If available, we can extend our corporate discount for your stay at selected hotels.
- Hotel Suggestions: We can provide recommendations for nearby hotels based on your preferences and budget.
Feel free to explore online booking platforms for the most cost-effective options.
