Pensions, Governance & Regulation

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