piSeminars-958

Pi Seminars

As part of Pi’s commitment to help develop knowledge and understanding over a wide range of pension subjects, we run a series of breakfast seminars for pension managers, trustees and professional contacts.  Our seminars qualify for 1¼ hours of PMI CPD, based on an assessment of the seminar’s value to each attendee, so they also make a meaningful contribution to your CPD.

Now in their eleventh year, our seminars have many “regulars”, which gives them an informal and friendly ‘club’ feel, as well as facilitating relaxed participation and informed debate. Seminar subjects are topical and each seminar season usually runs from September or October to the following April or May.

Please note: Pi seminars are held at UK Chamber of Shipping, 30 Park Street, London, SE1 9EQ.

If you would like to be added to our seminar delegate list or have any comments or feedback please contact Pi Consulting on 020 8879 6500 or e-mail us at events@piconsulting.co.uk

Forthcoming seminar dates for the 2017/18 season are:

  • Wednesday, 29 November 2017 – Why can’t the pension industry be more helpful?
  • Thursday, 22 February 2018
  • Thursday, 17 May 2018

Previous Seminars

7 September 2017 – Cybersecurity and Data Transfer – Are you the weakest link?

I am not sure whether Brexit or Cyber security heads more news items at the moment, but one thing is clear – They are closely followed by GDPR in pension circles. We have certainly seen numerous updates and webinars on how to ensure your member data stays protected.
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18 May 2017 – Communication -members, customers or liabilities?

Trustees and employers are constantly trying to find ways of communicating complex messages. However, behind the stated objective of member communication, or engagement as it is now called, lies the hidden conflicts of communication meeting the needs of more than one master.
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23 February 2017 – Trusteeship and the strategic challenge

Trustees of pension schemes will appreciate the challenge of dealing with uncertainty but how easy is it to act in a strategic manner?
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24 November 2016 – 21st Century Trusteeship

As part of its work to examine how Trustee Boards can meet the challenge of scheme governance in the 21st century, TPR published a discussion paper setting out what it is doing to educate and support Trustees of both DC and DB schemes.
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8 September 2016 – Retirement planning in the 21st Century

Our latest breakfast seminar saw the launch of our new trustee company “Evolution Trustees”. As detailed on the day , we believe in working strategically with employers to make the theory of buyout of members benefits a reality. As part of this proactive approach to scheme management with access to quality streamlined support, Craig Harrison, Managing Director of Creative Wealth Management provided additional information on their transfer service to prove any size of scheme can benefit from their approach.
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19 May 2016 – Retirement planning in the 21st Century

Whilst the Chancellor’s last budget didn’t release the tax fireworks expected, he did potentially light a long burning fuse with the introduction of the Lifetime ISA (or Lisa as she is already affectionately known). The announcement has already led to the Work and Pensions Select Committee re-opening its inquiry into auto-enrolment after experts raised concerns that LISA could lead people away from workplace pension saving.
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25 February 2016 – State Pensions: Everything you wanted to know (but were afraid to ask)

Whilst we often focus on private pension provision most people will rely heavily on a state pension for a significant part of their retirement income. The communication of state benefits is likely to continue to hit the headlines throughout 2016. As part of the pension industry we should all be helping to manage expectations and provide clear information.
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25 November 2015 – Achieving excellence in Trusteeship

The best boards have been proven to deliver benefits to employers and members. Recent news events have demonstrated the impact of governance, whether in industry or sport, to influence results.
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09 September 2015 – Making the most of your investment meetings

Given the millions of pounds under the management of pension scheme trustees and the importance to both DB and DC benefits, it is little wonder that investments form a major part of any trustee meeting agenda.
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14 May 2015 – Post election – feast or famine ahead?

One week after the 7th May election, what will be the political landscape? Based on media headlines at the moment, the general consensus seems to be Mr Salmond holding the balance of power and Mr Cameron not having to worry about a third term.
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26 February 2015 – Guidance or Financial Advice

This year has seen so many changes in the DC pension world, it would be easy to forget that there are still DB schemes to consider, the majority of which are still open to some form of accrual. It might be a dwindling number, but trustees will still need to deal with the consequences of the cessation of contracting out and the impact on scheme design.
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27 November 2014 – Future Scheme Design

This year has seen so many changes in the DC pension world, it would be easy to forget that there are still DB schemes to consider, the majority of which are still open to some form of accrual. It might be a dwindling number, but trustees will still need to deal with the consequences of the cessation of contracting out and the impact on scheme design.
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10 September 2014 – A brave new world of retirement savings

Autumn brings with it a brave new world of retirement savings in the UK. The Chancellor’s budget announcements have now progressed through consultation, with further details to follow.
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8 May 2014 – Power to the People – Choice or challenge

Just when you thought the pension arena would be quiet for a little while, we have the proposal of the biggest change in pensions in living memory.
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27 February 2014 – Helping protect your pension scheme and its members from fraud

2013 saw an explosion in pension liberation headlines and whilst not all liberation schemes could be classed as fraud, there is no doubt Pension Schemes need to be increasingly aware of how vulnerable their scheme may be to a possible fraudulent activity.
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