Course aims

A one day, face to face course which covers the key issues to be addressed when introducing and maintaining a trust-based defined contribution scheme. The course provides an invaluable introduction for those making the transition from defined benefit to defined contribution pension provision.

Learning outcomes

On completion of the course participants will:

• Recognise how DC schemes are constituted and governed.
• Be familiar with DC scheme design and the interaction between scheme and ancillary benefits.
• Identify different investment strategies that may be offered to scheme members.
• Recognise the regulatory constraints specific to DC schemes.
• Be able to monitor the performance of administrators, fund managers and other key advisors.
• Be aware of decumulation options available to members.

Target audience

This course is suitable for trustees, HR managers, trade unionists and anyone requiring an effective understanding of occupational DC schemes.

Attendance at this course will help trustees to comply with units 1 to 6 of the Pensions Regulator's TKU scope guidance for trustees of DC schemes.