Secretary to the Trustee (Advanced)
19 October 2021 |
22 October 2021
Members £30/Non-members £50 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 pension industry and wider trusteeship.
-
Fees
members £30.00 (+VAT)
non-members £50.00 (+VAT) per session -
Online
Zoom -
Fees
All sessions members £240.00 (+VAT)
non-members £400.00 (+VAT) -
4 hours
of CPD -
9
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 19 October until 22 October
19 October | 22 October
Secretary to the Trustee (Advanced)
19 October | 10:00 – 10:30
How to support the trustees in dealing with cases going to the Ombudsman
19 October | 14:00 – 14:30
TPR intervention and one-to-one supervision
20 October | 10:00 – 10:30
Employer covenant
20 October | 14:00 – 14:30
DB scheme journey planning
21 October | 10:00 – 10:30
DC Governance
21 October | 14:00 – 14:30
Managing advisers
22 October | 10:00 – 10:30
Trustee training
22 October | 14:00 – 14:30
How public sector boards work