Pensions Conference

Pensions and HR

Wednesday 14 November 2018

25 Farringdon Street
London EC4A 4AB

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.


Neil Wilson, Industry Liaison Manager - Communications, The Pensions Regulator

Richard Soldan, Partner, Lane Clark Peacock

Darryl James, Operations Manager, XPS Group

Ben Fisher, Senior Consultant - Actuarial, XPS Pensions Group

David Davison, Director and owner, Spence and Partners

Robert Palmer, Partner, Quantum Advisory

Philip Goodchild, Partner, Stephenson Harwood Legal

Dan Bowman, Consultant, Stephenson Harwood Legal




Re-enrolment and contribution increases

This 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.

Neil Wilson,Industry Liaison Manager - Communications, The Pensions Regulator

10.40 - 11.20

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.

Robert Palmer, Partner, Quantum Advisory

11.20 - 11.35

Refreshment break

11.35 - 12.10

Multi-employer schemes

This session will look at multi-employer schemes and give an update on the Deferred Debt Arrangement.

David Davison, Spence and Partners

12.10 - 12.50

Governance of Defined Benefit Schemes – reducing your charity’s risks

Defined benefit pension schemes can have a significant impact on a charity’s finances. It is essential that organisations manage the risks that relate to their pension schemes. This session will explore the risks, the controls you can apply, and a range of practical steps you can take to manage your charity’s cash contributions and reduce your risk whilst working effectively with pension scheme trustees.


Richard Soldan, Partner, Lane Clark Peacock

12.50 - 13.40


13.40 - 14.15

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.

Philip Goodchild, Partner, Stephenson Harwood Legal

Daniel Bowman, Consultant, Stephenson Harwood Legal 

14.15 - 14.35

Troubleshooting session

14.35 - 14.50

Refreshment break

14.50 - 15.20

Pensions and HR Benefits Fraud

Join this session to have an update on the one the biggest forms of pension fraud; pension scams.  Ben and Darryl will talk about how to identify pension scams and discuss the methods that schemes can adopt to safeguard members.

Darryl James , Operations Manager,XPS Group

Ben Fisher, Senior Consultant, XPS Pensions Group

15.20 - 15.25

Chair’s close and end of conference

Charities - Members£119.00
Charities - Non-members£152.00
Corporate - Members£199.00
Community Leisure UK - Members£119.00
Community Leisure UK - Non-members£119.00
All Prices Inc. VAT