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Regulation, Pensions & Governance

Understanding the Rapidly Evolving Pensions Landscape in a World of Risks, Volatility, Change and Uncertainty

Regulation, Pensions & Governance

Register Inquiry PDF
PM166
26.Aug.2024 to 30.Aug.2024
Casablanca -
Cost 3170 £ GBP

Introduction

This Regulation, Pensions & Governance training course offers a content-rich, immersive, and engaging learning experience that covers pensions, the risks associated with them, competitive pressures, negative stock-market, and societal trends, pensions marketing, and the regulatory / governance framework that supports them.

It investigates the origins, underlying philosophies, risks, public policy, social policies, the balance of public and private pensions, intergenerational fairness, affordability, and taxpayer interests. Given the current rate of medical advancement, changing attitudes toward pensions versus alternative forms of investment, technological advancement, AI, robotics, mortality, morbidity, investment performance, asset selection, and changing attitudes toward pensions versus alternative forms of investment

This training course will feature:

  • How to evaluate the existing pensions and investment landscape across diverse geography?
  • Evaluating the most suitable techniques regarding pensions marketing, governance, risks, investment, taxation
  • Remaining competitive as a pensions provider within changing marketplaces
  • The balance between private and public pensions provision / Pension Tech / RPA
  • Demographics, employment, occupation, and social class related to pensions and governance

Course Objectives of Regulation, Pensions & Governance
 

By the top of this course, the participants are going to be able to:

  • ​See where their organizations are in relation to current trends in pensions  governance
  • Become more effective marketers of pensions in regulated markets in particular
  • Better understand governance, risk & policy formulation and decision making processes
  • Reduce risks  from  uncertainty, morbidity, medical advances, trends (P.E.S.T.L.E  factors)
  • Inspire greater confidence in their competences and judgements from senior management

Course Methodology of Regulation, Pensions & Governance

This training course will utilize a variety of adult learning techniques to ensure maximum comprehension, understanding and retention of the information presented, this includes:

  • Colored and black-and-white diagrams and charts incorporating bullet points and detailed explanations to accommodate different learning styles
  • Group discussions and exercises with course participants interacting with the trainer/facilitator and with each other
  • Short films using   different specialist presenters to explain technical aspects of pension calculations and investments
  • Bullet-pointed topic summaries following each session

Organizational Impact of Regulation, Pensions & Governance

Improved marketing and sales of pensions against other competing investments

  • Greater profitability and more funds under active management
  • Improved risk management capability
  • More knowledgeable effective and engaged staff & greater productivity per employee
  • Optimized brand, reputation, and corporate value
  • Lower costs and improved cash-flow

Personal Impact of Regulation, Pensions & Governance

Participants in this training course on Pensions, Governance, and Regulation will:

  • Learn how to market pensions more effectively and gain transferable marketing skills
  • Understand how to future-proof sales, marketing, and investment strategies
  • Obtain governance skills and in selected cases policy formulation skills
  • Hone existing governance, pensions design, critical thinking and decision-making skills
  • Develop a broader international understanding of pensions across different jurisdictions
  • Update themselves on current trends and developments including Pension Technology and Artificial Intelligence

Who Should Attend

This training course is suitable for a wide range of professions but will greatly benefit:

  • Pension Scheme Providers
  • Business Owners within corporate pension schemes
  • Managers
  • Actuaries
  • Investment Managers
  • Human Resource Professionals
  • Employee Benefit Consultants
  • Risk Consultants
  • Project Leaders and Program Directors
  • Remuneration Consultants
  • Pension Technology Providers
  • BPO Pension Scheme Administrators
  • Lawyers involved in pensions wanting to understand the “bigger picture”
  • Public Sector Pension Scheme Legislators and Junior Officials at local and national level

They may be drawn from any industry, regulatory domain or jurisdiction and range from highly experienced senior personnel to new practitioners and fast track graduates and high fliers being groomed for promotion and greater responsibility.

Course Outline

DAY 1

Conceptualization, Construction, Philosophy and Distribution Channels

  • What is a Pension?
  • Types of Pensions
  • Scheme Construction
  • Channels of Distribution
  • Advantages and Disadvantages
  • Trends

DAY 2     

Investment Strategies and Vehicles

  • Growth Assets
  • Protection Assets
  • Choosing the Right Mix for Risk Appetite vs. Performance
  • Investment Policy Statements
  • Investment Performance / Management Fees
  • Investment / Economic Cycles

DAY 3   

Risk Factors and Trends by Geography

  • Morbidity, Mortality, Diet, and Lifestyle
  • Medical Advances
  • Employment and Demographic Changes
  • Threat Actors / Methods and Trends
  • Economic, Societal, Legal, and Political Trends
  • Competition and Changing Attitudes to Pensions and Money

DAY 4    

Pension Governance and Regulation (Part 1)

  • Comparing Pension Privatization in Europe
  • Multi-pillar Pension Systems
  • Maturity of Multi-pillar Pension Systems
  • Comparing Pension Systems and Their Outcomes
  • The Governance Approach in America
  • Regulatory Authorities and Regimes

DAY 5 

Pension Governance and Regulation (Part 2)

  • Public Sector Pensions Governance and Performance
  • The Role of Pensions Trustees / Local Pensions Boards
  • Money Laundering Reporting Officers
  • The Taxation of Pensions / Offshore Pensions
  • Lessons For Developing Countries
  • The Role of Pension Technology as an Enabler

Associations

PM166
26.Aug.2024 to 30.Aug.2024
Casablanca -
Cost 3170 £ GBP