A practical and collaborative day for charities to share experiences, hear market insight, and leave with clear actions and ideas.
Charity Pensions Club Conference – Programme
Wednesday 10 June 09:15am – 4:00pm
Venue: Arc Pensions Law Offices, 100 Liverpool Street, London, EC2M 2AT (nearest tube: Liverpool Street)
This conference is designed for anyone with responsibility for pensions within a charity. For some organisations this may be a dedicated pensions manager, but in many cases responsibility sits within HR or Finance teams alongside wider organisational responsibilities.
Attendance *Registered Charities / Not-for-Profits Only*
Club members: Free to attend
Non-members: £149
The fee includes:
Full-day conference attendance
Refreshments and coffee breaks
A two-course lunch at Baraka Restaurant
Networking opportunities with peers across the charity sector
What attendees will gain
This event is focused on practical learning for charities.
Practical insights from sector peers and advisers
Real-life case studies from charities
Regulatory and market updates explained in clear, actionable terms
Ideas to improve member engagement and governance
Opportunities to discuss shared challenges with other charities
Takeaways that can be applied immediately within charities
Programme
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09:15 - 10:00 |
Welcome and refreshments |
|
10.00 - 10.30 |
This session will focus on what charities should be doing to deal with the risks of scams, including transfer requests and current guidance from the Pensions Regulator. |
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10.30 - 10.45 |
Charitiy Case Study - Dealing with a Pension Scam |
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10.45 - 11.00 |
Coffee Break & Networking |
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11.00 - 11.30 |
Pensions and Cyber Security Update by Dale Walmsley, First Actuarial This session will cover the latest developments and emerging cyber security risks, along with practical steps to minimise impact and respond effectively through business continuity planning. |
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11.30 - 12.00 |
Pensions Dashboards Programme (PDP) – Opportunity to Engage Members by Amanda Burden, Pi Partnership This session will provide an update on PDP rollout timelines and explore how charities should be communicating upcoming changes to scheme members. |
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12.00 - 12.15 |
Open Discussion / Q&A |
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12.15 - 14.00 |
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14.00 - 14.45 |
Collective Defined Contribution (CDC) led by Amanda Burden, Pi Partnership, and panel discission with Arc Pensions Law and First Actuarial This session will provide a short introduction to CDC, followed by a case study from a member charity on current considerations and approaches. A panel discussion will then explore the pros and cons of CDC and key considerations. |
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14.45 - 15.15 |
Data Protection Updates for Pension Schemes by Ian D'Costa, Arc Pensions Law This session will provide an update on new data protection requirements for pension schemes and highlight the key considerations charities need to be aware of. |
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15.15 - 15.45 |
DC Provider Reviews – by Natalie Ogden, First Actuarial This session will explore the current DC market landscape, key considerations when reviewing providers, and expectations around governance, service and value for members. |
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15.45 - 16.00 |
Closing remarks, final discussion |
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16.00 |
End |
The day brings together charity pension professionals and our partners Arc Pensions Law, First Actuarial and Pi Partnership to discuss the issues currently shaping pension scheme management and governance within the charity sector.
Through expert-led sessions, practical case studies and open discussion, attendees will hear how other charities are approaching key challenges including pension scams, cyber security, dashboards, CDC developments and DC provider reviews.
The programme is designed to provide practical takeaways, shared learning and valuable peer discussion that attendees can take back into their own organisations and schemes.
Register Your Place
Places are limited and early booking is recommended.
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