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Oxford Management Centre

Pensions, Governance & Regulations

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Next dates

Jul 28—Aug 1
5 days
Dubai, United Arab Emirates
USD 5950
USD 1190 per day
Sep 9—13
5 days
London, United Kingdom
USD 5950
USD 1190 per day
Mar 1—5, 2020
5 days
Dubai, United Arab Emirates
USD 5950
USD 1190 per day


This Oxford training seminar provides an immersive, content rich learning experience covering pensions, strategies to deal with attendant risks and competitive pressures, their marketing and sale plus the regulatory and governance landscape which supports them.

It looks at origins, underlying philosophies, routes to market, channel distribution, risk factors, the competitive landscape, the need for public/social policies which encourage the right balance between reliance on state pension provision and saving money for old age from individual resources. It considers how inter- generational fairness might be achievable politically and economically. This, given the current rate of medical advance, lifestyles, the job market, technology, Artificial Intelligence implementation, regulatory and compliance trends by country, economic performance, taxation policies on pensions, morbidity, mortality, investment/ stock market performance, strategies for investment ,the selection of assets for investment in pensions, risks and attitudes to alternative forms of investment.

This Oxford training course will feature:

  • How to assess the current pensions/savings landscape and trends in different jurisdictions
  • Assessing the most efficacious course of action in terms of marketing, sales, administration, compliance with regulations, conformance with applicable rules of governance , risk mitigation, investment strategy and emerging trends in demographics, employment structure, wealth distribution and taxation
  • How to remain competitive as a pension provider given the multiple pressures which exist
  • Pensions policies which are politically viable and affordable to the bulk of taxpayers
  • Perspectives on the role of Pensions- Tech and Robot Process Automation as an enabler in the future


By the end of this Oxford training course, participants will be able to:

  • See where their organisations are in relation to current and emerging trends covering their particular areas of specialism and change approaches, resource allocation , people and policies to fit
  • Determine how best to position their pensions offerings and which mix of channels to use
  • Understand the optimum balance between “intergenerational /societal fairness”
  • Reduce risks posed by uncertainty, morbidity factors, modern medical advances, the investment climate, changing attitudes to money/long term savings and mortality factors, population growth/shrinkage, the “replacement rate” the environment and geopolitical trends
  • Regulate, tax and govern more effectively and sensitively in a fast changing world

Training Methodology This training course will utilise a variety of adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented, this includes:

  • Coloured diagrams and charts incorporating bullet-points/detailed explanations to accommodate visual, auditory and kinaesthetic learning styles
  • Group exercises with course participants interacting with each other and the course facilitator /trainer
  • Short films to explain technical aspects of pension calculations and investments

Organisational Impact

The organization will benefit by:

  • Improving marketing and sales of pensions against other competing investments
  • Optimising and future proof marketing, sales and investment strategies
  • Developing better pension governance and maintaining industry performance & confidence
  • Understanding the risk landscape better and effecting money saving risk strategies faster
  • Understanding of the entire pensions landscape and better quality decision-making

Personal Impact

Participants will:

  • Learn how to future-proof and make better & informed decisions in their work
  • Improve policy formulation skills & strategy to effect inter-generational fairness
  • Improve performance and cut costs of operation
  • Develop better understanding of the pension investments strategies

Who should attend

This course is suitable to a wide range of profession but will greatly benefit:

  • Pension Scheme Providers
  • Business Owners with and within Corporate Pension Schemes
  • Managers and Directors of Regulatory bodies dealing with pensions
  • Investment Managers and Junior Actuaries
  • Money Laundering Reporting Officers
  • Pension-tech Providers
  • BPO pension administrators
  • Legislators and lawyers dealing with pensions
  • HR Professionals
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