CPD Hours Level
Seminar 3 IntroductionInformation
Accreditation Information


Increased longevity and a savings shortfall thanks to the economic situation have needed successive governments to tackle the pensions time bomb that increasingly faces a significant proportion of the population.

Radical legislative change has taken place recently affecting the choices open to individuals throughout their working life and into retirement. With the roll out of auto-enrolment, every employer in the country now has a role to play in pension provision as well as the state.

In order to ensure your investment in those workplace pensions is appreciated and to fulfil your responsibilities to employees you need to ensure you understand the choices that are open to your employees as they make key financial decisions.

This demands a working knowledge of the state and workplace pension landscape over the last 30 years and ahead into the future.

This course is suitable for HR, payroll and finance managers and also agents supporting payroll and HR functions who want to develop a broader knowledge of pensions in order to advise employees and clients.

This course is designed as an overview so is not intended to provide in-depth coverage. Delegates who need an introduction to auto-enrolment should book on our half day course devoted to this topic, agents who will be delivering auto-enrolment to clients via their payroll service should book our one day advanced auto-enrolment and state pensions course.

What You Will Learn

This course will cover the following:

  • A brief history of pensions
  • An overview of workplace pensions & definitions
  • The State Pension system
    • Single tier since 2016
    • Deferral
    • Buying more provision through National insurance
  • Where are we now: different pension types
    • DC, DB, CARE, master trusts, CDC
    • Contracting-out (what was it and how does it affect your state pension?)
  • Pension tax relief
    • Net pay arrangement
    • Relief at source
    • The Lifetime, annual allowance and money purchase annual allowance
    • Money purchase annual allowance
  • What have we learned from auto-enrolment?
  • Lessons learned from auto-enrolment and the challenge of re-enrolmentand workplace pension provision
  • Current issues
    • Pensions liberation fraud and CEV transfers
    • GDPR and pension schemes
    • Pension freedoms
  • What do we know about the future?
    • The pension dashboard
    • Auto-acceleration
  • HR and payroll learning points

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Discounts are available for multiple places and if you have 5 or more people interested in this course and would like to discuss holding it in your area or on an in-house basis then please email us at information@mblseminars.com
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