Global Learning for Operational Leaders
Course HRT-064
Pension Scheme and Administration
Effective pension administration is essential for protecting employee benefits, ensuring regulatory compliance, maintain... The outline covers Foundations of Pension Schemes and Administration, Pension Scheme Operations...
Classroom
16 sessions
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Online / Live
16 sessions
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Introduction
Course overview
Why Attend
Effective pension administration is essential for protecting employee benefits, ensuring regulatory compliance, maintaining accurate records, and delivering reliable retirement services. Pension professionals must understand scheme structures, contribution processes, benefits management, governance, and member communication. This course provides participants with practical tools to manage pension schemes efficiently while reducing risk and improving service quality.
Course Methodology
This course uses an interactive and practical approach through presentations, case studies, process workshops, group discussions, compliance exercises, practical calculations, and real workplace examples.
Course Objectives
- Understand the structure and purpose of pension schemes
- Identify key responsibilities in pension administration
- Manage scheme operations and compliance requirements
- Process pension benefits accurately and efficiently
- Strengthen records management and data governance
- Improve pension payroll and payment controls
- Enhance stakeholder communication and member support
- Understand strategic trends affecting pension administration
Target Audience
- HR Professionals
- Pension Administrators
- Payroll Professionals
- Benefits Managers
- Finance Staff
- Compliance Officers
- Anyone responsible for retirement benefit administration
Target Competencies
- Pension Administration
- Benefits Management
- Regulatory Compliance
- Records Management
- Payroll Controls
- Data Governance
- Risk Management
- Stakeholder Communication
What you will achieve
Learning objectives
- Understand the structure and purpose of pension schemes
- Identify key responsibilities in pension administration
- Manage scheme operations and compliance requirements
- Process pension benefits accurately and efficiently
- Strengthen records management and data governance
- Improve pension payroll and payment controls
- Enhance stakeholder communication and member support
- Understand strategic trends affecting pension administration
Who should attend
Target audience
- HR Professionals
- Pension Administrators
- Payroll Professionals
- Benefits Managers
- Finance Staff
- Compliance Officers
- Anyone responsible for retirement benefit administration
- Target Competencies
Methodology
Learning approach
- This course uses an interactive and practical approach through presentations, case studies, process workshops, group discussions, compliance exercises, practical calculations, and real workplace examples.
Course content
Five focused days of learning and application
Day 1
Foundations of Pension Schemes and Administration
- Purpose and importance of pension schemes
- Pension administration roles and core responsibilities
- Main pension scheme types and structures
- Defined benefit and defined contribution arrangements
- Occupational pension schemes overview
- Pension administration lifecycle
- Regulatory environment and governance principles
Day 2
Pension Scheme Operations and Compliance
- Understanding scheme rules and contribution models
- Benefit entitlements and member rights
- Membership eligibility and automatic enrolment processes
- Documentation and recordkeeping standards
- Maintaining accurate data and resolving discrepancies
- Annual reporting duties and regulatory compliance obligations
Day 3
Benefits Management and Payment Processing
- Pension benefit calculations and payment methods
- Transfer in and transfer out procedures
- Updating member records after life events
- Pre-retirement checks and entitlement verification
- Managing changes in benefits and scheme adjustments
- Regulatory implications of payment decisions
Day 4
Records Management, Governance, and Pensioner Payroll
- Best practices in pension records management
- Electronic records systems and data protection rules
- Retention, storage, and secure disposal of records
- Pensioner payroll processing and recurring payments
- Internal controls for payment accuracy
- Risk management in pension administration
Day 5
Strategic Pension Administration and Retirement Planning
- Strategic goals of effective pension administration
- Pension funding and investment oversight basics
- Governance frameworks and audit practices
- Communicating effectively with members and stakeholders
- Emerging trends in pensions and legislative updates
- Final review and practical action planning
FAQ
Frequently asked questions
What does Pension Scheme and Administration (HRT-064) cover?
This course covers Human Resources and Training through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 1 - 5 June 2026, with additional classroom dates and mirrored Online / Live options listed in the course schedules section.
Who should attend this course?
HR Professionals, Pension Administrators, Payroll Professionals
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Yes. The course detail page includes both classroom sessions and Online / Live sessions, with online options aligned to the same course dates for easier planning.
Where are classroom sessions delivered?
Current classroom venues include Frankfurt, Istanbul, London, Amsterdam, Barcelona, Kuala lumpur, Munich.
Still Have Questions?
Contact the academy team for course details, delivery options, and delegate guidance.
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