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Course Schedule
Classroom Sessions:
Date Venue Fees
07 - 11 Oct 2024 Dubai - UAE $5,950
24 - 28 Feb 2025 Dubai - UAE $5,950
Online Sessions:

24 - 28 Feb 2025 Online $3,950
Course Description

INTRODUCTION

This Pensions, Governance & Regulations training course delivers a content rich, immersive and interesting learning experience covering pensions, attendant risks, competitive pressures, adverse stock-market and societal trends, pensions marketing and the regulatory / governance framework which supports them.

It examines origins, underlying philosophies, risks, public policy, social policies, the balance between state pensions and private provision, inter-generational fairness, affordability and the interests of taxpayers. This, given the current rate of medical advance, lifestyles, the employment market, technological advance, Artificial Intelligence, robotics, mortality, morbidity, investment performance, asset selection, changing attitudes to pensions versus alternative forms of investment.

This GLOMACS Pensions, Governance & Regulations training course will feature:

  • How to assess the current pensions and investment landscape across different geography
  • Assessing best approaches re 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

Objectives

By the end of this Pensions, Governance & Regulations training course, participants will be able to:

  • See where their organisations 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

Training Methodology

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

  • Coloured 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

Organisational Impact

  • 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
  • Optimised brand, reputation and corporate value
  • Lower costs and improved cash-flow

Personal Impact

Participants on this Pensions, Governance & Regulations training course 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 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 GLOMACS Pensions, Governance & Regulations training course is suitable to a wide range of profession 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 Programme 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

Conceptualisation, 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 Privatisation 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
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
  • Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Providers and Associations

Endorsed Education Provider

  • Quality Logo
  • Quality Logo

GLOMACS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

In Association With

Oxford Management Centre

Oxford Management Centre

A GLOMACS - Oxford Management Centre collaboration aimed at providing the best training services and benefits to our valued clients.

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