This session is aimed at pension managers, trustees, scheme sponsors and anybody who wants to better understand the timelines and process of transferring administration services. It will focus on how to effectively plan for an administration transition, the timelines, project planning and pitfalls.
This teach-in is sponsored and delivered by Trafalgar House
WHO IS IT FOR?
Anyone who wants to find out more about transitioning a pension arrangement to or from another administration service provider.
Daniel Taylor, Director Trafalgar House
Topics to be covered
Preparing for a transition
Timelines and work streams
Constructing an effective project team
What is needed in terms of reporting and project governance
Constructing a project plan to facilitate the process
Key risks, pitfalls and their solutions
WHAT WILL I LEARN?
After attending the teach-in you will:
Recognise the preparatory work that needs to be undertaken before starting a transition project
Be able to identify how an administration transition project should be run and who needs to participate
Be aware of the main project work streams and mission critical deliverables
Recognise the most common project risks and mitigations that can be deployed.
WHEN AND WHERE IS THIS TEACH-IN?
16:30 -17:30 on 15 March 2017 at the Pensions and Lifetime Savings Association's offices in London
Registration from 16:15
Non-members - £100 + VAT (per meeting)
- FREE TO MEMBERS -
- EARN CPD CREDITS -
Sessions take place at the Pension and Lifetime Savings Association's London offices.
Click here for location details and nearby hotels.
For more information please contact Rebecca Moessl on tel: 020 7601 1709 or email: email@example.com