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Pension Revelations - Empowering stakeholders in the Retirement Fund Industry

Pension Revelations specializes in the empowerment and education of stakeholders in the Retirement Fund Industry. The Workshops and Online-Courses are independent of service providers, and structured to arm participants with a strong base to make informed decisions Practical examples, drawn from 30 years of experience, are utilized in the workshops/courses enabling participants to translate the learnings into their own unique circumstances Care has been taken to promote principles of ethics, transparency, a

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Pension Revelations - Empowering stakeholders in the Retirement Fund Industry | pensionrevelations.com Reviews

https://pensionrevelations.com

Pension Revelations specializes in the empowerment and education of stakeholders in the Retirement Fund Industry. The Workshops and Online-Courses are independent of service providers, and structured to arm participants with a strong base to make informed decisions Practical examples, drawn from 30 years of experience, are utilized in the workshops/courses enabling participants to translate the learnings into their own unique circumstances Care has been taken to promote principles of ethics, transparency, a

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1

Pension Revelations - Trustees

http://www.pensionrevelations.com/workshops/trustees.html

Check out our courses. Log in to access your courses. Essential Skills for trustees - 2-day workshop. Suitable for newly appointed trustees, or experienced trustees (as a refresher), the workshop expands on the FSB Trustee toolkit. Trustees can attend an open workshop, or arrange fund specific training. Essential Skills for trustees - open workshop. Essential Skills for trustees - open workshop. Advanced: Essential Skills for Trustees. Book or Request Workshop. Do trustees have to have a qualification?

2

Pension Revelations - Management Committees

http://www.pensionrevelations.com/workshops/management-committees.html

Check out our courses. Log in to access your courses. In umbrella funds, management committees (Manco’s) may include member and employer representatives. The primary purpose of this course is to:. Increase the knowledge pertaining to umbrella funds and benefit structures. Assist Manco’s in the responsibilities allocated to them by trustees. Protect the employer and member interests. Book or Request Workshop. What is the role of a management committee? What is the role of the Employer? Trustees have the f...

3

Pension Revelations - 6 Categories of Risk Identified

http://www.pensionrevelations.com/blog/298-6-categories-of-risk-identified.html

Check out our courses. Log in to access your courses. 6 Categories of Risk Identified. In fulfilling their fiduciary duties, an risk assessment should be conducted by Trustees to identify and evaluate risks, to check if existing controls are adequate and implement new controls where appropriate. Areas of risk that can be identified and evaluated for adequacy, and/or monitored/controlled are:. Use of advisers and consultants. Operational Risks: Is the management of the fund appropriate? Specialises in the...

4

Pension Revelations - Member Retirement Decision - 8 Risks Identified

http://www.pensionrevelations.com/blog/318-member-retirement-decision-8-risks-identified.html

Check out our courses. Log in to access your courses. Member Retirement Decision - 8 Risks Identified. The choice made by a member at retirement is a critical on, and should be a considered, informed decision. Some risks are exacerbated by poor communication and a general lethargy by the members to take some responsibility for their own retirement. For most, retirement is a daunting unknown. Trustees often outsource the communication and rely on the integrity of service providers to assist the members.

5

Pension Revelations - About

http://www.pensionrevelations.com/about.html

Check out our courses. Log in to access your courses. Specialises in the empowerment and education of stakeholders in the Retirement Fund Industry. The Workshops and Online-Courses are independent of service providers, and structured to arm participants with a strong knowledge base. Practical examples, drawn from 30 years of experience, are utilised in the workshops/courses enabling participants to translate the learnings into their own unique circumstances. Apart from her South African experience, Annet...

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Pension Revelations - Empowering stakeholders in the Retirement Fund Industry

Check out our courses. Log in to access your courses. Learn about your fund and how the benefits work. Know your rights, roles and/or responsibilities. Sound knowledge about a retirement fund increases your confidence. No more reliance on service providers: make your own knowledge-based informed decisions. Take control of your retirement: Be empowered to challenge or question benefits and advice. Identify relevant sections of the rules and other fund documents. Understand the nature of investments. Treat...

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Financial services writing, publishing and consultancy solutions from Bank House Communications Limited. We are passionate about protection (and health) insurance and helping providers to better meet people s health and protection insurance needs. You can contact us at Bank House Communications Limited by:. Phone: 01451 821982 (mobile: 07831 295317). Or write to Andy Couchman, Bank House Communications Ltd, Bank House, Great Rissington, Cheltenham, Gloucestershire, GL54 2LP, United Kingdom.

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