Secretary to the Trustee (Advanced)
05 November 2020 |
10 November 2020
Members £30 / non-members £40 per session (+VAT)
Secretary to the Trustee (Advanced)
Secretary to the Trustee (Advanced) is an online series designed for those who have some understanding of pensions and trusteeship, but need to improve their knowledge to a more advanced level than our Introduction to Secretary to the Trustee workshop.
Our expert panel will talk you through the advanced requirements of the role. From outlining employer covenant to DB scheme journey planning and managing advisers.
We'll share our insights and help you work effectively, as well as answer any questions you have about the pensions industry and wider trusteeship.
-
Fees
members £30
non-members £40 per session (+VAT) -
Online
Zoom -
CPD
accredited programme -
11
speakers
Event Details
THE BASICS
Topics of discussion:
- How to support the trustees in dealing with cases going to the Ombudsman
- TPR intervention and one-to-one supervision
- Employment covenant
- Managing advisers
- Trustee training
- DB scheme journey planning
- DC Governance
- How public sector boards work
Who should attend:
- Secretary to the Trustees
The venue
Agenda
Starting from 5 November until 10 November
5 November | 10:30 – 11:00
How to support the trustees in dealing with cases going to the Ombudsman
5 November | 14:30 – 15:00
TPR intervention and one-to-one supervision
6 November | 10:30 – 11:00
Employer covenant
6 November | 14:30 – 15:30
DB scheme journey planning
9 November | 10:30 – 11:00
DC Governance
9 November | 14:30 – 15:00
Managing advisers
10 November | 10:30 – 11:00
Trustee training
10 November | 14:30 – 15:00
How public sector boards work