At the Charities Pensions Club (CPC), we know that for many charities, navigating the complexities of pension schemes - especially Defined Benefit (DB) schemes - can be a daunting task. To support the sector, CPC recently partnered with our 2025 actuarial partner, First Actuarial, to host a webinar aimed at demystifying pension scheme funding for charities.
Whether you’re a charity trustee, finance lead, or involved in pensions for the first time, understanding how your pension scheme works—and how it’s funded is essential. With increasing regulatory requirements and the introduction of The Pensions Regulator’s new funding code, charity leaders face a growing need to engage confidently with their pension obligations.
As John Ingoe, Associate Partner at First Actuarial put it:
“Running a Defined Benefit (DB) pension scheme has never been straightforward - and the Pensions Regulator’s new funding code adds another layer of complexity. For charity trustees and senior leaders, a clear understanding of pension scheme funding and the actuarial valuation process is more important than ever.
This recorded webinar, originally delivered in May 2025, explains the key concepts and offers practical insights tailored to DB scheme sponsors in the charity sector. Whether you're new to the sector, or looking to refresh your knowledge, the session will help you understand how your pension scheme is run and make sure you can challenge where you need to.”
The recorded webinar, originally delivered in May 2025, covers:
DB pension schemes - who's involved and what they are responsible for
The role and purpose of the actuarial valuation
Balancing funding obligations and trustee duties
What The Pensions Regulator's new funding code means for charities and how this impacts valuations
Practical advice to help you engage with your scheme and challenge where needed
Whether you're new to the sector or simply looking to refresh your knowledge, this session will help you get to grips with the essentials and ensure you're better equipped to engage with your advisers and trustees.
If you have questions about any of the content covered, or if you’d like to discuss how CPC and First Actuarial can support your charity’s pension journey, please don’t hesitate to reach out.
For more information about Charities Pensions Club, please contact chloe@charitiespensionsclub.com
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