How to change administrators - Tips, traps and tales

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

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WHO IS IT FOR?

Anyone who wants to find out more about transitioning a pension arrangement to or from another administration service provider. 

SPEAKER

Daniel Taylor,  Director Trafalgar House

TOPICS

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 

FEES

 Non-members  - £100 + VAT (per meeting) 

- FREE TO MEMBERS -

- EARN CPD CREDITS -

  Book places

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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:  rebecca.moessl@plsa.co.uk