Defined Contribution training

About First Actuarial's Defined Contribution training course

Fast-moving changes such as auto-enrolment, the DC Code of Practice and pension freedoms are coming in thick and fast. And intensified regulatory scrutiny around defined contribution arrangements means that trustees and employers can’t afford to make mistakes.

Our one-day defined contribution course helps trustees and employers stay on the right side of the law and follow best practice.

Is this training course right for me?

If you want to set up a new scheme, strengthen your scheme governance framework or simply improve your DC knowledge, this course is designed for you.

Defined Contribution training

What does the course cover?

  • Types of scheme and pension providers
  • Legal requirements
  • Scheme design considerations
  • Costs and charges
  • Investment options and best practice
  • At-retirement options
  • Benefit adequacy
  • Communications and engagement
  • Governance, monitoring and change management

Our course convenors explain complex issues in simple and straightforward ways. They will also encourage informal discussion and exchange of ideas to help you benefit from the experiences of other scheme trustees.

We are running this course on the following dates

DateDurationLocation
10/03/2020Full dayLondon Book now
For further details or if you have any questions please call 01256 340 085 or email training@firstactuarial.co.uk

First Actuarial case studies

The Kennel Club

Concerned about the risk of an Employer contribution increase as a result of high liabilities, Trustees of the Kennel Club Pension Fund turned to First Actuarial.

“They’re extremely professional and helpful. Their input always seems sound, logical and well presented. First Actuarial handled the transition well, they provide us with helpful guidance, and have delivered what they promised when they pitched for the work.”

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PremierFirst

PremierFirst makes cost and time savings by moving its documents to First Actuarial’s secure Client Hub

"First Actuarial offered us a sensible and well-priced proposition. They supported us very well in uploading all our information in a structured way.
We’re not aware of any document going missing in the process. And it’s maintained very well."

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RSPB

The RSPB was determined to minimise the impact of its new defined contribution scheme on employees, and appointed First Actuarial to support the transition and select a provider with strong ethical values.

“I would definitely recommend working with First Actuarial. Their consultants went over and above the call of duty to make sure the project progressed smoothly.”

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