Course information

Certified Pension Administration Training Course Outline

Module 1: Overview of Pension Schemes

  • Types of pension schemes
  • Differences between defined benefit and defined contribution schemes
  • Role and responsibilities of a pension administrator

Module 2: Regulatory Framework

  • Overview of pension regulations
  • Pensions Regulator (TPR) and its role
  • Pension Schemes Act, Pensions Act, and other relevant laws

Module 3: Pension Scheme Governance

  • Trustees’ duties and responsibilities
  • Scheme governance structures
  • Risk management and internal controls

Module 4: Membership Management

  • Member enrolment and record-keeping
  • Handling transfers in and out of pension schemes
  • Member communications and disclosures

Module 5: Contributions and Funding

  • Collection and allocation of contributions
  • Funding requirements and actuarial valuations
  • Employer and employee contributions

Module 6: Benefits Administration

  • Calculating and processing retirement benefits
  • Managing death benefits and survivor pensions
  • Handling divorce cases and pension sharing orders

Module 7: Investment Management

  • Pension scheme investment principles
  • Working with investment managers and advisors
  • Monitoring investment performance

Module 8: Compliance and Reporting

  • Statutory reporting requirements
  • Compliance with GDPR and data protection laws
  • Preparing for and managing audits

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Who should attend this Certified Pension Administration Training?

This Training is ideal for individuals seeking to enhance their understanding of pension schemes, improve their administrative skills, and ensure compliance with relevant regulations and best practices. This course can be beneficial for a wide range of professionals, including:

  • Pension Administrators
  • HR Professionals
  • Financial Advisors
  • Compliance Officers
  • Payroll Managers
  • Benefits Coordinators
  • Accountants
  • Retirement Plan Consultants

Prerequisites of this Certified Pension Administration Training

There are no formal prerequisites for this Certified Pension Administration Course. However, proficiency in Math's and English to L2 (GCSE) is recommended. It is also preferable, but not necessary, to work in a pensions environment or be responsible for the pensions function.

Certified Pension Administration Course Overview

The Certified Pension Administration Course is designed to provide comprehensive insights into pension administration. As pension schemes become increasingly complex, understanding the nuances of pension management is crucial for ensuring compliance and efficiency. This training is highly relevant for professionals seeking to enhance their expertise in this specialised field, staying updated with current regulations and best practices.

Proficiency in Pension Administration is vital for professionals managing or overseeing pension schemes, such as Pension Administrators, Fund Managers, HR Professionals, and Financial Advisors. Mastery in this area ensures accurate pension processing, adherence to legal requirements, and effective management of pension funds, which are critical for maintaining trust and operational efficiency within organisations.

This 2-day intensive training by The Knowledge Academy equips delegates with essential skills and knowledge required for effective Pension Administration. Delegates will gain practical insights into pension schemes, regulatory compliance, and best practices. The course combines theoretical knowledge with real-world scenarios, ensuring delegates are well-prepared to handle various aspects of pension management with confidence and precision.

Course Objectives

  • To understand the fundamentals of pension schemes and their administration
  • To learn about regulatory requirements and compliance issues in pension management
  • To develop skills in processing pension claims and managing pension funds
  • To gain insights into the latest trends and updates in pension legislation
  • To enhance the ability to communicate complex pension information clearly
  • To explore best practices for effective pension scheme management

After completing this course, delegates will receive a Certificate in Pensions Administration, affirming their expertise in pension administration. This Certificate in Pensions Administration validates their skills and enhances their professional credibility, positioning them as proficient practitioners in pension management.

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What’s included in this Certified Pension Administration Training?

  • World-Class Training Sessions from Experienced Instructors
  • Certified Pension Administration Certificate
  • Digital Delegate Pack

Why choose us

Our Tucson venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Tucson is located within Arizona in Pima County just 60 miles north of the U.S-Mexico border. Also known as the Old Pueblo it is the county seat of Pima County, home to an estimated 527,972 people as of 2104 making it the second biggest populated city within Arizona. Topeka has a relatively high unemployment rate of 06.40% which has been decreased over the year by 0.70% from the year before when the unemployment rate was 07.10% whilst the average rate for Arizona cities is 06.00%. Education within Tucson is very important as it is the second biggest school district with regards to enrolment figures within Arizona. As well as having the highest enrolment figure for one of the secondary schools within the United States. The school districts which provide schools for students include one main on this being the Tucson Unified School District which has 115 schools within preschool, elementary, middle and high school as well as ten other school districts. There are also 14 charter schools and 15 private schools. The universities and colleges within Tucson can vary from private to public. Currently there are 13 institutions within Tucson however some universities are not based within the area but have branch or satellite campuses, for example the University of Phoenix which has four campus and the Pima Community college which has ten campuses, other institutions include the Art Institute of Tucson, The Art Center Design College, Brown Mackie College, Arizona State University's College of Public Service & Community Solutions, Prescott College and the University of Arizona. All the universities and colleges offer different degrees and programs, within a number of different subjects which depends on the institution.

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Address

Best Western Plus Tucson Airport
6801 S. Tucson Blvd
Tucson
Arizona
85756

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Certified Pension Administration Training in Tucson. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Certified Pension Administration Training in Tucson, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Certified Pension Administration Training in Tucson FAQs

Please arrive at the venue at 8:45am.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is [ ] day(s)
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The training fees for Certified Pension Administration Trainingin Tucson starts from $2295
The Knowledge Academy is the Leading global training provider for Certified Pension Administration Training.
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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