Pensions Conference 2018

Wednesday, 13 Jun 2018, 09:30 - 15:45


Pensions Conference

Following the Pensions Act 2008, all charities are required to enrol certain staff on to a workplace pension scheme. Managing staff pensions continues to present challenges, such as financing potential deficits, and how to strike the right balance between delivering fair pensions to your staff, whilst demonstrating good financial stewardship to beneficiaries and donors. This full day conference will support charities in understanding what their legal responsibilities are with regards to governance requirements, alongside sharing options for managing the challenges you may face.

Who should attend?

Charity trustees and managers who are responsible for the administration of staff pensions, or who would like to contribute to strategic decisions related to pension management.

Kindly hosted by 

RSM logo





Re-enrolment and contribution increases
This opening session will look at re-enrolment in auto-enrolment schemes, looking at how you can tie auto-enrolment in with your organisation’s remuneration package and how you set contribution levels.


 Move between sessions



1A - Local Government Pensions Schemes
This session will discuss the LGPS deficit and how this fallen deficit will affect charities involved in the schemes. It will also cover how charities can exit LGPS.
Quantum Advisory

1B - HR: Setting contribution levels and remuneration
This session will look at the HR aspect of setting contribution levels and linking this with your remuneration package.


 Refreshment break



2A - Multi-employer schemes
This session will look at multi-employer schemes and give an update on the Deferred Debt Arrangement.
David Davidson, Spence and Partners

2B - Self-sacrifice and tax from an HR perspective
2017 saw changes to some salary sacrifice arrangements. This session will explore these changes and the implications that they have on tax advantages.


 Move between sessions



3A - Governance of Defined Benefit Schemes
It is essential that organisations establish and operate internal controls that let you manage the risk that relates to you defined benefit scheme. This session will explore what these controls can look like, what records you need to keep and how you can work effectively with the trustees of the scheme.

3B Providing information to members
This session will explore what information you must make available to members, prospective members and other people entitled to benefits under your pension schemes.





4A - Exiting defined benefit schemes
This case study will give an example of a charity that has exited a defined benefit scheme, how they went about the process, the challenges they faced and the impact exiting the scheme had on the organisation.

4B - Retirement planning
How can you help your employees make the right choices at retirement? Whether you have built up your pension in a defined benefit or defined contribution environment, there is a bewildering range of options available. This session will explore the options available and how you can help your employees make the right choice. It will include feedback from those who have been through a retirement process and provide statistics on the choices members actually make.
JLT Employee Benefits 


Troubleshooting session

Troubleshooting session


Refreshment break



Pensions and HR Benefits Fraud
This session will give an update on how pensions and benefits fraud can take place, how a organisation can safeguard against it and what to do if fraud takes place.
Darryl James, Administration Manager & Ben Fisher, Senior Consultant - Acturial, Punter Southall


The Criminal Finances Act
The Criminal Finances Act came into force in 2017 creating two new criminal offences in respect of tax evasion. This closing session will expand on this new legislation, what impact it has and what an organisation can do to protect itself.


 Chair’s close and end of conference 

Venue Details


RSM, 25 Farringdon Street, LONDON, London, EC4A 4AB

View Larger Map

Bookings & Prices


  • Early Bird CFG Charity Member - £99.00; (Limited places available)
  • CFG Charity Member - £119.00;
  • Non CFG Member Charity - £152.00;
  • CFG Subscriber Company - £199.00;
Due to a changeover in our CRM and finance systems there will be a delay emailing invoices once a booking is received. They make take up to two weeks to be sent, but your booking is still completely valid.

We apologise for any inconvenience caused.

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

Download calendar entry

  • Email
  • Twitter
  • Facebook
  • Linkedin

© Charity Finance Group / © Charities Resource Network / Registered Office: 15-18 White Lion Street, London, N1 9PG.
A Company Limited by Guarantee. Registered in England No. 3182826, Registered Charity No. 1054914, Registered VAT No. 945 6038 09.