Training & events

“Informative interactive session that could benefit all employers involved with the Scheme”

– Seminar Attendee

Training on administration of the Scheme

If you need refresher training or are new to administering the Scheme, you can access recordings of employer administration training in this section of our website. The training we offer is outlined below, and recordings for each topic are available in the ‘In this section’ tabs on the left-hand side of this page.

• Administration during membership
  • This session covers all the administration and form filling requirements for new members joining the Scheme, contributions rates, and the relevant forms associated with any changes that may occur through the duration of their employment

• i-Connect Demonstration
  • This demonstration takes you through the online i-Connect process.  For employers already using the system, it is an opportunity to refresh your training, and also ask any questions that you may have now you have been using the system for a while.  Employers who haven’t migrated to the new online system can use this session as an opportunity to view the processing of new starters, leavers, and opt outs, as well as the financial information required to complete the submission correctly, however you will still receive your individual onboarding training for file-upload users in due course. 

• Administration for leavers
  • This session deals with the administration requirements when an employee leaves the Scheme, including refunds, retirements and deaths

• Assumed pensionable pay (APP)
  • This session takes a detailed look at the calculation and application of A‍P‍P. It looks at the requirements of calculating A‍P‍P for active Scheme members, the impact on employer contributions, and the Annual Return requirements for pensionable pay. The practical example, and associated forms, is followed right through to ill-health retirement.

• Employer discretions
  • This session covers the various discretions that are available to employers under the regulations and includes a sample policy statement that can be used by employers as a template when formulating or updating their own policy statement.