Clear, insightful pensions training – for a system that never stands still
Whether you’re new to pensions, looking to update or refresh your knowledge, or trying to keep up with constant reform, these sessions are designed to get you up to speed.
Ideal for new starters and experienced professionals, these trainings draw on over 20 years of policy, research and industry expertise to unpack the political, structural and human dimensions of the UK pensions system.
No jargon. No assumptions. Just the clarity and context you need to navigate a complex and fast-changing landscape.
Pensions policy roundup: what’s new, what’s next, what’s gone quiet?
Navigate the pensions policy whirlwind with clarity and confidence
This session explains the strands of current pensions reform: what’s changing, why it matters, and how the pieces fit together. From adequacy and VFM to CDC, default decumulation and the future of targeted support, we connect the dots between policy, industry and individual outcomes.
You’ll leave with:
- An up to date overview of pension reforms
- Clarity about how policies interact
- Insight into what changes mean for schemes, savers and providers
Private pensions: past, present and future
From the Romans to Robert Maxwell – how private pensions evolved and where they’re going
Ideal for new starters and those looking for a refresher. This session traces the development of workplace and personal pensions, from the early days of employer provision to the modern system. We explore the political and economic decisions that shaped today’s landscape and examine adequacy, risk, and reform challenges.
You’ll leave with:
- A clear understanding of how DB and DC pensions work
- Insight into the drivers behind recent and upcoming reforms
- Tools to assess adequacy, value and fairness in today’s private pension system
Demographics and disadvantage: how gender, ethnicity, disability and caring shape pension outcomes
Why some groups fall behind – and what policy can do about it
Retirement outcomes aren’t just about pay or savings, they’re shaped by inequalities that build over time. This session explores how characteristics like gender, ethnicity, disability and unpaid care intersect to affect pension outcomes, and where policy and system design help or hinder progress.
You’ll leave with:
- A solid grasp of how the state pension system works
- Insight into the political, demographic and fiscal pressures shaping its future
- A deeper understanding of why today’s choices matter for tomorrow’s pensioners
The state pension: past, present and future
From poor laws to Beveridge to Steve Webb – how did we get here, and what’s next?
Ideal for new starters and those looking for a refresher. This session unpacks the story of the state pension: how it was shaped by centuries of reform, what it looks like today, and where it might be headed. We bring current debates to life, including the triple lock, state pension age, and long-term sustainability, using data, context, and policy insight.
You’ll leave with:
- A solid grasp of how the state pension system works
- Insight into the political, demographic and fiscal pressures shaping its future
- A deeper understanding of why today’s choices matter for tomorrow’s pensioners
Pensions and the UK economy: policy, investment and Mansion House
How pensions policy is shaping UK investment – and what it means for members
This session explores the government’s push to align pension investment with UK growth goals. We unpack the Mansion House agenda, LTAFs and default fund shifts, and consider the tensions between fiduciary duty, economic policy, risk & return.
You’ll leave with:
- A clear view of the Mansion House and productive finance agenda
- Insight into how government policy is influencing investment decisions
- A balanced understanding of the implications for schemes, members and the UK economy
The value for money (VFM) framework explained
What “value” really means in pensions – and why it matters now
This session demystifies the developing VFM framework for DC pensions. We explore how value is being defined, what metrics are under consideration, and what schemes are likely to be expected to report. We’ll also look at how the framework could reshape consolidation, governance and regulatory focus — and the risks of reducing value to simplistic comparisons.
You’ll leave with:
- A clear understanding of the evolving VFM framework and where it’s heading
- Insight into the trade-offs between cost, performance and service
- A forward-looking view of how VFM could reshape the DC pensions landscape
Get in contact to book a session
Sessions are available in person or online, and can be tailored to suit the needs of large or small groups. Content can be adapted to focus on specific topics or priorities.
Trainings typically run for 2 to 2.5 hours.
Standard price: £120+VAT per attendee, with discounts available for groups of more than five or ten participants.
Bespoke sessions can also be commissioned — get in touch to discuss your team’s needs and preferred format.
- e: info@pensionsresearch.co.uk
- m: 07795438455
