About This Event
“You cannot outsource the technology and keep only the accountability.”
A governance programme on overseeing technology in a pension scheme. It covers where artificial intelligence is genuinely useful in portfolio analytics and fraud detection, the IT governance framework a board needs, and how trustees supervise administrators, custodians and software providers they do not employ.
What You'll Explore
An IT governance framework with named system and data owners
A provider oversight schedule covering service levels and audit rights
A quarterly board technology reporting pack
A tested set of questions for evaluating any AI or automation proposal
A change control process that keeps technology decisions visible to the board
Who Should Attend
Open to all qualifying staff, particularly: Board of Trustees, IT Steering Committee members, Trust Secretaries, Principal Officers.
Why This Course Matters
AI Where It Earns Its Place
See what machine analytics can and cannot do in portfolio analysis, contribution reconciliation and fraud detection, and learn the questions that separate a working tool from a vendor demonstration. Trustees leave able to challenge an AI proposal on evidence.
A Board-Level IT Framework
Build an IT governance framework that assigns ownership of systems, data and change control, so technology decisions reach the board before they become technology incidents rather than after.
Providers Properly Supervised
Set the reporting, audit rights and service levels you need from administrators, custodians and software vendors. Accountability for member records stays with the trustees whoever operates the system.
Programme
09:00
Trustee duties on systems, data and outsourced processing
You will establish where trustee responsibility begins and ends on scheme systems, member data and outsourced processing, and what the board must be able to evidence when a system fails or member data leaks. Sessions cover the board's standing duties, the limits of delegation, the records a supervisor asks for after an incident, and the technology questions a trustee should be asking every quarter.
11:30
AI in portfolio analytics, reconciliation and fraud detection
You will examine real applications in contribution reconciliation, member data matching, anomaly detection and portfolio analysis, testing each against its failure modes rather than its sales case. You leave with a set of questions that separates a working tool from a vendor demonstration, and a clear view of what should never be automated inside a scheme.
14:00
IT governance, provider oversight and framework defence
You will build an IT governance framework with named system and data owners, change control and quarterly board reporting, then set the service levels, audit rights and incident obligations you need from administrators, custodians and software vendors. The day closes with your framework defended before an expert panel.
Standards & Faculty Benchmark
ISO 27001 & COBIT
Information security management and IT governance frameworks for oversight of systems and external service providers.
RBA, URBRA & SSRA guidelines
Supervisory requirements for retirement benefit schemes across Kenya, Uganda and Tanzania.
IOPS supervisory principles
International Organisation of Pension Supervisors principles for risk-based supervision of private pensions.
When a system fails or member data leaks, the supervisor asks what the board knew and when.
Is This Right for You?
- ☑You oversee administration, systems or data as a trustee or secretary
- ☑Your scheme depends on providers you do not employ
- ☑You are being offered AI tools you cannot yet evaluate
Good to Know
No technical background is required; the programme is written for trustees and secretaries who must supervise technology rather than build it.
The Bottom Line
Leave able to supervise the technology your members' records depend on, and to evidence that you did.
Recommended For
Open to all qualifying staff, particularly: Board of Trustees, IT Steering Committee members, Trust Secretaries, Principal Officers.