Webinars

Webinar: How to successfully navigate a value for member assessment

When

Wednesday, July 28, 2021, 09:30 AM BST

Duration

1 hour

Summary

The Pensions Regulator/DWP are exerting considerable pressure for smaller occupational DC pension schemes to wind-up and move into a better value scheme .  The pass/fail nature of new Value for Member (VFM) assessments is set to accelerate this process as Trustees are likely to find themselves digging deeper into the archives to produce the data  they need and incurring considerable cost, with no guarantee they’ll be able to pass the assessment.

We’d like to invite you to a webinar that will provide some clarity on the VFM assessments from the perspective of a provider, a pensions lawyer and a corporate pension adviser.  We also have some useful insights from the DWP.

Our webinar will cover the technical aspects of the regulations and what they mean in practice, an overview of the options available, including insight into the legal and practical aspects of moving to a Master Trust or other consolidation vehicle  as well as some hints on things to look out for.  Finally, for those schemes unsure on how they will fare, Premier will offer attendees a free initial assessment of their default investment option.

Please join our expert speakers for a live webinar and opportunity for questions on this complex and challenging subject.

Webinar speakers

sue-pemberton
Sue Pemberton
HEAD OF EMPLOYER SERVICES
Premier Companies
+44 (0) 20 3727 9787
sue.pemberton@premiercompanies.co.uk

Dale Critchley
POLICY MANAGER
Aviva

Lee Colgate

LEGAL DIRECTOR
BDB Pitmans