Pideya Learning Academy

Comprehensive Pensions Management Program

Upcoming Schedules

  • Schedule

Date Venue Duration Fee (USD)
13 Jan - 17 Jan 2025 Live Online 5 Day 2750
17 Feb - 21 Feb 2025 Live Online 5 Day 2750
12 May - 16 May 2025 Live Online 5 Day 2750
30 Jun - 04 Jul 2025 Live Online 5 Day 2750
11 Aug - 15 Aug 2025 Live Online 5 Day 2750
08 Sep - 12 Sep 2025 Live Online 5 Day 2750
17 Nov - 21 Nov 2025 Live Online 5 Day 2750
22 Dec - 26 Dec 2025 Live Online 5 Day 2750

Course Overview

As the global workforce evolves and life expectancy increases, the sustainability, governance, and effectiveness of pension schemes have become top priorities for governments, regulators, and organizations alike. Today, pensions are not just a financial obligation—they are a strategic priority requiring advanced knowledge in investment oversight, compliance management, digital systems, and regulatory frameworks. The Comprehensive Pensions Management Program by Pideya Learning Academy is meticulously designed to address these critical needs by empowering professionals with the essential knowledge and cross-functional competencies to excel in pension-related roles across public and private sectors.
According to the OECD’s “Pension Markets in Focus 2023” report, global pension assets totaled over USD 56.2 trillion in 2022, with pension funds accounting for nearly 60% of GDP on average in OECD countries. This substantial growth underscores the increasing complexity of pension fund management and the need for robust governance, accurate record-keeping, and well-informed investment strategies. Furthermore, jurisdictions around the world are tightening pension regulations to promote transparency, mitigate risk, and ensure fiduciary responsibility—placing added pressure on scheme managers, trustees, and internal auditors to stay current and competent.
The Comprehensive Pensions Management Program delivers an end-to-end learning experience that merges administrative proficiency with strategic insight. Participants will develop an expert-level understanding of defined benefit and defined contribution schemes, including their structure, valuation, and regulatory implications. Special emphasis is placed on compliance frameworks, the interpretation of the Pensions Statement of Recommended Practice (SORP), and pension accounting principles that align with international financial reporting standards.
Participants will also gain exposure to modern digital records management, including systems for electronic documentation, archival standards, and data retention schedules—all critical for supporting secure and compliant pension administration. Another key component of the program addresses leadership development for emerging pension managers, covering key principles of supervisory success, stakeholder communication, and change leadership in pensions environments.
The training seamlessly integrates highlights such as:
Deep dive into pensions regulation and scheme administration
Review of the Pensions Statement of Recommended Practice (SORP)
Techniques for evaluating and managing pension investments, including alternative asset classes
Introduction to records appraisal, archiving, and electronic document management systems
Change management tools tailored for pensions environments
Analytical tools for identifying risks and developing sustainable compliance strategies
Strategic planning for long-term pension sustainability
In addition to technical mastery, participants will work through case-based learning modules to apply strategic planning techniques, risk mitigation frameworks, and performance metrics that directly support sustainable pension management. The course is particularly relevant in today’s context of increasing stakeholder scrutiny, digital transformation of financial services, and the need for agile, compliant pension operations.
By the end of the Comprehensive Pensions Management Program, attendees will not only understand the mechanics of pension systems but also develop the confidence to lead strategic initiatives, perform audit-readiness assessments, and contribute meaningfully to retirement policy development. Whether managing a corporate pension fund or serving as a trustee for a national scheme, this course provides the tools and insight to lead with clarity, compliance, and foresight.
Designed by Pideya Learning Academy to be globally relevant yet locally actionable, the course positions pension professionals to thrive in a future defined by complexity, digital acceleration, and financial accountability.

Course Objectives

After completing this Pideya Learning Academy training, the participants will learn:
A comprehensive understanding of pension scheme structures, administration, and regulations
To evaluate pension scheme investment strategies, including non-traditional investment options
How to interpret and apply the requirements of the Pensions SORP
Techniques for initiating and managing organizational change within pension departments
Tools to perform root cause analysis for operational and compliance issues
Strategic planning methodologies applicable to pensions and employee benefits
Records lifecycle management and development of retention schedules
Real-world scenarios and case-based learning to reinforce practical applications

Personal Benefits

Participants will personally benefit from:
In-depth understanding of modern pensions management practices
Broader knowledge of international pension regulatory landscapes
Skills in digital records systems and data management
Confidence in leading teams and contributing to policy development
Valuable insights into scheme investment evaluation and audit frameworks

Organisational Benefits

Organizations that nominate their staff for this course can expect the following benefits:
Enhanced pension administration efficiency and compliance assurance
Strengthened internal capacity for pension scheme audits and governance
Improved data management and document control processes
Greater investment decision oversight and risk analysis capabilities
Increased managerial effectiveness in pensions and HR departments

Who Should Attend

This course is ideal for professionals involved in the administration, management, or oversight of pension schemes, particularly:
Pension Scheme Managers and Administrators
Trustees and Fund Board Members
Internal Auditors and Compliance Officers
Financial Controllers and Management Accountants
Records Officers and Documentation Managers
HR Managers responsible for employee benefit programs

Course Outline

Module 1: Fundamentals of Pension Systems
Purpose and evolution of pension schemes Legal and regulatory framework for pensions Classification of pension arrangements Employer-sponsored (occupational) pension plans Fiduciary duties and the role of trustees Pension scheme risks and liabilities Overview of national and international pension systems Illustrative case study: Stakeholder decision-making in pensions
Module 2: Pension Scheme Governance and Administration
Key principles of pension scheme administration Trustee responsibilities and governance structure Scheme documentation: rules, amendments, and legal compliance Pension contribution structures: employer vs. employee Accrual and benefit formulas Managing scheme liabilities and entitlements Member records and communication strategies Case example: Governance challenges in a mid-sized pension fund
Module 3: Operational Management of Defined Benefit and Defined Contribution Plans
Core differences between DB and DC schemes Financial sustainability in DB pension arrangements Contribution mechanisms and investment strategies in DC plans Plan setup, record keeping, and compliance oversight Member lifecycle management: enrollment to retirement Scheme funding principles and actuarial assessments Integrated risk and performance monitoring Case study: Comparative analysis of DB and DC operations
Module 4: Digital Records Management in Pension Administration
Definitions and categories of pension-related records Compliance risks in digital recordkeeping Electronic Records Management (ERM) myths vs. realities Retention policies and statutory retention periods Disposal procedures and regulatory alignment Data privacy and cybersecurity in pension systems Structured and unstructured data storage Creating an effective indexing and filing system Case analysis: Record management audit in a pension scheme
Module 5: Strategic Oversight and Stakeholder Engagement
Asset allocation strategies for pension funds Trustee oversight of investment policy statements Financial reporting and statutory accounting for pension plans Regulatory disclosures and member reporting requirements Communication techniques for member education and trust-building Identifying and resolving administrative challenges Audit, compliance, and dispute resolution mechanisms Case study: Strategic recovery from pension scheme mismanagement
Module 6: Legal and Regulatory Compliance in Pensions
Pension law essentials and recent reforms Cross-border compliance and international pension standards Anti-fraud and anti-money laundering practices in pension schemes Handling litigation and legal disputes Role of pension regulators and oversight agencies Managing compliance audits and regulatory reviews
Module 7: Technology Integration in Pension Administration
Use of pension administration software platforms Digital transformation in member engagement Automation in benefit calculations and payroll Real-time dashboards and analytics for trustees Cybersecurity risks and mitigation strategies Integration with HR and payroll systems
Module 8: Actuarial and Financial Insights for Trustees
Actuarial assumptions and funding models Longevity and demographic analysis Discount rates and valuation methodologies Financial sustainability metrics Scenario planning and stress testing Trustee interpretation of actuarial reports

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