Course Detail

Cybersecurity and Data Protection in Pension Management Duration: 1 Week/s

Course Information

  • Course Price £4895 Plus VAT
  • Location UK Courses
  • Course Code CDPPM
  • Course Date 28 Sep - 2 Oct 2026

Course Objectives

Pension management is increasingly digital, interconnected, and data driven.
Schemes depend on complex ecosystems of administrators, asset managers, payroll providers, and technology platforms that process highly sensitive personal and financial information.

This creates a rich target environment for cybercriminals, fraudsters, and insider threats, as well as increasing regulatory scrutiny of cybersecurity and data protection.
Trustees, boards, and senior executives are expected to demonstrate robust cyber governance, effective data protection controls, and clear accountability for member data throughout the value chain.

This intensive 5-day programme equips participants with practical tools and frameworks to understand, govern, and improve cybersecurity and data protection in pension management.
Through scenario-based exercises, incident simulations, and case studies, delegates will learn how to manage cyber risk, comply with data protection obligations, and respond effectively when things go wrong.



Who Should Attend

Chairs of trustees and pension boards with overall responsibility for member interests and scheme governance. Trustees and board members who need greater confidence in overseeing cyber risk and data protection. Senior managers in finance, HR, and corporate risk functions supporting pension operations and oversight. Risk and compliance professionals focusing on cyber, privacy, and operational resilience. Pension administration managers and operations leaders responsible for day-to-day processing and member data. Regulatory, supervisory, and policy staff who want deeper insight into practical cyber and data protection challenges in pensions.

Prerequisite Courses

None


Course Overview

Cyber Risk Landscape in Pension Management

  • Delegates will explore how global cyber threats, fraud trends, and criminal techniques are evolving and how these impact pension schemes and their providers.

  • They will review recent pension-related cyber incidents and near misses to identify common vulnerabilities and lessons learned.

  • Participants will learn how to translate technical cyber risks into clear board-level discussions about member harm, financial loss, and reputational impact.

  • Data Protection, Privacy, and Regulatory Expectations
  • Participants will examine key data protection principles and how they apply to pension data, including member records, contributions, and benefits.

  • They will explore regulatory expectations around lawful processing, data minimisation, retention, and international data transfers.

  • Delegates will learn how to evidence compliance through records of processing, DPIAs, and clear accountability for data across multiple organisations.

  • Controls, Architecture, and Third-Party Risk
  • Delegates will map critical systems, interfaces, and data flows used in pension administration, investment operations, and member communications.

  • Participants will explore layered controls, including access management, encryption, monitoring, and secure development practices.

  • They will learn how to embed third-party risk management into procurement, contracts, due diligence, and ongoing oversight of key providers.

  • Incident Response, Business Continuity, and Crisis Communication
  • Participants will work through realistic cyber incident and data breach scenarios in a pension context.

  • Delegates will learn how to activate and coordinate incident response, legal and regulatory notifications, and communication with members and sponsors.

  • They will identify gaps in existing plans and develop practical action points to strengthen resilience and recovery capabilities.

  • Governance, Culture, and Continuous Improvement
  • Delegates will examine how governance frameworks, roles, and reporting lines shape cyber and data protection outcomes.

  • Participants will explore the role of culture, training, and awareness in reducing human error and insider risk.

  • They will develop a cyber and data protection improvement roadmap with clear priorities, owners, and timelines.

  • Member Channels, Fraud Prevention, and Social Engineering
  • Delegates will review how members interact with schemes through portals, contact centres, apps, and correspondence.

  • Participants will examine common fraud typologies, including identity theft, phishing, and social engineering aimed at members and staff.

  • They will identify practical controls to secure member journeys, verify identity, and reduce the risk of fraudulent transfers or benefit changes.

  • Metrics, Reporting, and Board Assurance
  • Participants will explore which metrics and indicators best support board oversight of cyber and data protection.

  • Delegates will learn how to design dashboards and reporting packs that highlight trends, incidents, testing results, and key gaps without overwhelming decision-makers.

  • They will practice framing assurance questions for management and providers that move beyond technical jargon to focus on outcomes and accountability.

  • Strategy, Road mapping, and Collaboration Across the Ecosystem
  • Delegates will bring together learning from across the programme to shape a coherent cyber and data protection strategy for their schemes.

  • Participants will consider how to align internal teams, providers, and sponsors around shared goals, priorities, and timelines.



  • Course Materials

    Course notes, handouts