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
12/03/2019Full DayLondon
For further details or if you have any questions please call 01256 340 085 or email training@firstactuarial.co.uk

First Actuarial Case Studies

SBAC

As a result of an unusual clause in their trust deeds, Trustees of the pension scheme sponsored by the Society of British Aerospace Companies (SBAC) funded their liabilities on a buy-out basis.

“First Actuarial are very proactive. They respond quickly and get things done. They have proved to be competent and conscientious, and have a very professional and personable approach to business relations.”

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Royal Mail

The Communication Workers Union (CWU) enlisted the help of First Actuarial when Royal Mail proposed replacing its Defined Benefit pension fund with individual Defined Contribution arrangements.

“I can’t speak highly enough about First Actuarial – their people have been brilliant. The journey has been inspirational, nothing but a positive experience.”

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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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