Pensions Academy, Spring 2023

Over three days we will be holding a series of webinars on topical issues for pension schemes and the people that run them. You can register for any or all of the webinars using the link at the bottom of this page.

The new DB Funding Code – outstanding questions and upcoming challenges for pension schemes

Tuesday 28 March, 9:30 -10:30

Jon Forsyth of LCP will join Andy Cork to discuss practical actuarial and legal issues for defined benefit schemes preparing for the introduction of the new Code.

The pensions industry has been getting to grips with the long-awaited DB funding Code of Practice, which schemes are expected to have to comply with from 1 October 2023 (read more here). The Code will mean a significant change in funding approach for many schemes and compliance will be a weighty task for trustees. Jon and Andy will draw on their broad experience in the legal and actuarial worlds to identify key areas of uncertainty and concern in the current draft of the Code and to give practical tips on what schemes should be doing to prepare for its arrival.

Pensions in dispute – lessons from the courts and Pensions Ombudsman

Wednesday 29 March, 9:30 -10:30 

Jason Shaw and Angela Stafford will consider key themes and practical learning points for schemes from recent court cases and Pensions Ombudsman determinations.

Understanding the views of the courts and Pensions Ombudsman is key to helping trustees avoid appearing in front of them, and knowing how to handle disputes when they do arise. Jason and Angela will draw out the most interesting cases and themes from recent pensions decisions, with a focus on those with a practical impact for schemes and lessons that trustees can carry over. For more help on avoiding and handling disputes please see our Pensions in Dispute resource base and ask us to add you to the mailing list for our quarterly Pensions in Dispute update.

Legal update – what’s changing, now and next

Thursday 30 March, 9:30 -10:30 

New Codes, dashboards, more reporting… Helen Powell and Joan Whybray will pilot you through the gathering tide of pensions developments.

With dashboards, new Codes of Practice, ever-changing reporting requirements and a value for money framework on the horizon, to name but a few things trustees are expected to be grappling with, the trustee agenda is full and keeping up to date is a formidable task. Helen and Joan will help you navigate recent and upcoming developments, highlighting the key things to be aware of and action points to be taking.

If you would like to register to join one or more of the Pensions Academy sessions please send your request here.

If you would like more regular help with keeping up to date, please ask to be added to the mailing list for our What’s New This Week publication and two minute podcast and our monthly trustee update.