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Certified Pension Plan and Fund Administrator » PER13

Certified Pension Plan and Fund Administrator

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DateFormatDurationFees (GBP)Register
06 Jan - 10 Jan, 2025Live Online5 Days£2850Register →
19 Feb - 21 Feb, 2025Live Online3 Days£1975Register →
06 Apr - 14 Apr, 2025Live Online7 Days£3825Register →
19 May - 30 May, 2025Live Online10 Days£5825Register →
22 Sep - 03 Oct, 2025Live Online10 Days£5825Register →
27 Oct - 31 Oct, 2025Live Online5 Days£2850Register →
01 Dec - 05 Dec, 2025Live Online5 Days£2850Register →
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DateVenueDurationFees (GBP)
06 Jan - 24 Jan, 2025Chicago15 Days£11800Register →
03 Feb - 07 Feb, 2025Bangkok5 Days£4200Register →
05 Mar - 07 Mar, 2025Dubai3 Days£3375Register →
07 Apr - 11 Apr, 2025Bali5 Days£4200Register →
05 May - 07 May, 2025New York3 Days£4125Register →
04 Jun - 06 Jun, 2025Barcelona3 Days£3825Register →
06 Oct - 17 Oct, 2025Oxford10 Days£8750Register →
03 Nov - 05 Nov, 2025London3 Days£3825Register →
01 Dec - 03 Dec, 2025Port Louis3 Days£3375Register →

Why Select this Training Course?

In an era where effective management of pension funds has become quintessential for securing financial futures, the Certified Pension Plan and Fund Administrator course imparts unprecedented insight and operational competence. This programme is meticulously structured to transform your understanding through the lens of current methodologies and technological advancements.

Will this course demonstrate the latest pension regulatory changes?

Yes, it navigates through contemporary pension regulations, ensuring your ability to manage compliance in a shifting legal landscape effectively.

How is tech integrated into pension fund administration?

The course puts significant emphasis on digital transformation in pension fund administration, from data analytics to blockchain applications, preparing you for a tech-forward operational environment.

Who Should Attend?

This course is highly suitable for:

  • Pension Fund Managers
  • Benefits Administrators
  • Superannuation Analysts
  • Investment Advisors specialising in pension funds
  • Financial Planners
  • Human Resources Professionals dealing with employee benefits
  • Actuaries
  • Regulatory Compliance Officers

What are the Course Objectives?

Delegates will achieve the ability to:

  • Navigate through the complexity of pension schemes and their structures.
  • Apply best practices in pension plan and fund administration.
  • Understand and comply with regulatory requirements.
  • Employ modern technology and software in managing pension plans.
  • Structure pension benefits in line with strategic financial planning.

How will this course be presented?

  • The course will be delivered through:
  • Interactive lectures led by experts in pension fund administration.
  • Real-life case study analyses and group discussions.
  • Hands-on sessions with pension administration software.
  • Workshops focusing on tackling current challenges in the industry.
  • Collaborative learning with professionals sharing diverse perspectives.

What are the Topics Covered in this Course?

Module 1: Understanding Pension Fund Systems

  • Global pension fund models and their economic impacts
  • Defined benefit versus defined contribution schemes
  • Regulatory and legislative frameworks governing pension plans
  • Trends in pension fund investments and portfolio management
  • Pension plan design and strategy
  • Fiduciary duties and ethical considerations in pension administration
  • Participant communication and disclosure requirements
  • Cross-border pension schemes and international compliance
  • The role of insurance in pension funds
  • Technological advancements in pension fund systems

Module 2: Pension Fund Governance and Risk Management

  • Best practices in pension fund governance
  • Understanding and managing operational risks
  • Implementing compliance and control mechanisms
  • Trustee responsibilities and board effectiveness
  • Financial reporting standards and accuracy
  • Investment governance and oversight models
  • Managing conflicts of interest in fund administration
  • Risk mitigation strategies for pension funds
  • Cybersecurity threats and safeguarding member information
  • Business continuity planning in pension administration
  • Developing risk-aware culture and training initiatives

Module 3: Pension Fund Valuation and Performance

  • Methodologies in pension fund valuation
  • Asset-liability modelling for pension schemes
  • Performance measurement and attribution analysis
  • Adjusting pension valuation for demographic trends
  • Techniques for benchmarking pension fund performance
  • Role of actuaries in fund valuation
  • The impact of inflation and economic cycles

Module 4: Pension Investments and Asset Classes

  • Strategic asset allocation for pension funds
  • Alternative investments: Real estate, private equity, and commodities
  • Index-linked bonds and their significance
  • Equity investments and market volatility responses
  • Undertaking credit and fixed income investments
  • Structuring hedge fund investments for pensions
  • Diversification and correlation across asset classes

Module 5: Financial Technologies and Data Management in Pensions

  • Utilising data analytics for trend analysis and forecasting
  • Implementing Robo-advisory services for pension participants
  • The application of blockchain in pension fund administration
  • Pension management software platforms
  • Role of artificial intelligence in predictive modelling
  • Cloud-based tools for enhanced data accessibility
  • Harnessing big data for personalized retirement planning
  • Regulatory tech (RegTech) for compliance automation
  • Security aspects in fintech for pensions
  • Social media and digital communication channels
  • Ensuring data privacy and protection compliance

Module 6: Pension Legal Compliance and Case Studies

  • Navigating through the latest pension legal reforms
  • Case studies on the impact of legislative changes
  • Pension litigation trends and key legal challenges
  • The role of pension regulators and supervisory bodies
  • Retirement outcomes post-employment law adjustments
  • Handling disputes in pension fund administration
  • Understanding transnational legal considerations
  • Compliance training and legal risk prevention
  • Legal aspects of pension mergers and acquisitions
  • Reconciling international pension plans with local laws

Module 7: Member Engagement and Communication Strategies

  • Personalising retirement strategies for diverse workforce demographics
  • Technologies in enhancing member engagement and experience
  • Effective communication models in pension fund administration
  • Designing pension statements for clarity and impact
  • Behavioural finance principles in member decision-making
  • Utilizing digital platforms for member education and updates
  • Developing a comprehensive member feedback system

Module 8: Sustainable and Responsible Investing in Pensions

  • Principles of Environmental, Social, and Governance (ESG) in pension investment
  • Integrating sustainable investing within pension portfolios
  • The rise of Socially Responsible Investment (SRI) funds
  • Long-term value creation with impact investing
  • Regulatory trends towards sustainable finance for pensions
  • ESG data metrics and reporting standards
  • Shareholder engagement and stewardship policies
  • Climate risk considerations in pension investment
  • Green bonds and their relevance to pension funds

Module 9: Contemporary Challenges in Pension Administration

  • Addressing pension underfunding and the solvency crisis
  • Impact of demographic shifts on pension sustainability
  • Adapting to the gig economy and non-traditional employment

Module 10: Forecasting and Strategic Planning in Pension Fund Administration

  • Macro-economic indicators and their forecast for pension planning
  • Scenario planning and stress testing for pension funds
  • Strategic workforce planning and retirement readiness
  • Technological evolution and its impact on future pension models
  • Pensions and inter-generational equity concerns
  • Globalization and its implications for pension funds
  • Pension reform debates and potential future legislations
  • Longevity risk management and its strategic implications
  • Pension fund exit strategies and winding up procedures
  • Policy development and advocacy in pension administration

Module 11: Pension Fund Actuarial Practices

  • Applying actuarial principles to pension fund management
  • Mortality tables and life expectancy projections for pension schemes
  • Funding methods and their implications on pension stability
  • Valuation techniques for pension commitments and liabilities
  • Incorporating actuarial gains and losses in reporting
  • Designing contribution strategies aligned with actuarial assessments
  • The role of actuaries in pension benefit design
  • Assumptions and frameworks for actuarial cost methods

Module 12: Advanced Pension Plan Modelling

  • Financial modelling tools for advanced pension planning
  • Quantitative measures for pension investment strategies
  • Simulation techniques for asset and liability modelling
  • Modelling the impact of salary scales and career progression on pension payouts
  • Scenario analysis for pension benefits under different market conditions
  • Predictive analytics for pension funding requirements
  • Integrating pension models with enterprise risk management (ERM) systems

Module 13: Pension Mergers and Acquisitions Considerations

  • Due diligence processes for pension plans in M&A
  • Aligning pension objectives during corporate restructuring
  • Legal and financial pitfalls in pension plan transfers
  • Strategies for harmonizing multiple pension schemes post-merger
  • Communicating pension changes to members after M&A activity
  • Case studies on successful pension integrations
  • Post-merger pension plan governance structures

Module 14: International and Multinational Pension Schemes

  • Designing pension plans in a multinational context
  • Tax considerations for international pension plans
  • Currency and exchange rate risks in global pension funds
  • Managing cross-border pension schemes in line with local regulations
  • Harmonizing pension plans within the European Union frameworks
  • Tailoring pension benefits to expatriates and mobile employees
  • Case studies of multinational companies with successful pension schemes

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