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Seb Anthony

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Pensions Training Request


Our organisation is looking for a training provider who can train our staff on the fundamentals of Pension Management and Administration. They have no existing knowledge so it needs to come from that perspective. We have tried looking on the internet and calling trade bodies to no avail. Any ideas?

Ursula Boseley

7 Responses

  1. Context
    Is this in the context of your staff knowing about their own pensions or do they need to know in relation to advising other people? Is this in the context of the state retirement pension and/or an occupational/private pension scheme.

  2. Pensions Training

    Our company is about to embark on Third Party Administration in the Pensions sector and we have a number of people who do not know how they are structured and the regulations around them. Aspects like fund setup, investment pathways from a providers perspective. Does this give you a clearer picture of my request?

  3. Thanks Ursula
    A Google search for ‘third party administration pensions sector’ indicates that I can’t help. I don’t have any expertise in that area. At a guess, your requirement might be for trainers with an accounting/banking/financial/insurance background. Good luck!

    If you haven’t contacted you could try them.

  4. Pensions training
    We have trained from both sides, to FSA financial sector, lawyers who need to understand more about pensions to deal with divorce advice, and to HR personnel and trade union reps who want to understand more.

    Happy to talk this through with you further, please phone us on 0870 241 3998 or email to [email protected]

  5. Online information for pension fund trustees
    Have a look at is an e-learning programme which we (Epic) are developing for the Pensions Regulator to train occpational pension fund trustees. However, the content may also be relevant for your target audience and provides useful background – and it’s free!

  6. Pensions Training
    Try Johnson Gibbs contact Alan Francis 01926 494457/07730 835342.

    Sandra Beale

  7. Many thanks
    Thank you everyone who responded to my request. I’ve been off for a week so will catch up with those who have offered numbers/e-mail.


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