Global Learning for Operational Leaders
Classroom
17 sessions
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Online / Live
17 sessions
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Introduction
Course overview
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.
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.
Complete course outline
Five focused days of learning and application
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
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
- Coffee break
- Defined benefit and defined contribution arrangements (continued)
- 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
- Coffee break
- Membership eligibility and automatic enrolment processes (continued)
- 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
- Coffee break
- Updating member records after life events (continued)
- 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
- Coffee break
- Retention, storage, and secure disposal of records (continued)
- 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
- Coffee break
- Communicating effectively with members and stakeholders (continued)
- 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 9 - 13 November 2026. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
HR Professionals, Pension Administrators, Payroll Professionals
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
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?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Munich, Amsterdam, London, Istanbul, Frankfurt, Geneva, Barcelona, Kuala lumpur.
How long is the training programme?
The programme runs for five days, with up to five training hours per day, from 9:00 AM to 2:00 PM. Each programme includes a total of 25 training hours.
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