Secretary to the Trustee (Advanced)
28 September 2023 |
28 - 29 September 2023
Various fees
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
£45 (+VAT) per session/£280 (+VAT) all sessions for members
£65 (+VAT) per session/£475 (+VAT) all sessions for non-members -
9
speakers -
Online
Zoom -
4 hours
of CPD
Event Details
THE BASICS
Topics of discussion:
- Employeer covenant
- DB scheme journey planning
- How to support the trustees in dealing with cases going to the Ombudsman
- TPR intervention and one-to-one supervision
- DC Governance
- Managing advisers
- Trustee training
- How public sector boards work
Who should attend:
- Secretary to the Trustees
The venue
Agenda
Starting 28 September until 29 September
28 September | 10:00 - 10:30
Employer covenant
Emily Goodridge
Cardano
Managing Director
Richard E Farr
Cardano Advisory
Managing Director
- What is covenant?
- Why is it important?
- How and when can covenant advisors help?
- Regulatory context
28 September | 11:00 - 11:30
DB scheme journey planning
Helen Ross- Smith
Mercer
Principal | Risk Transfer
- Technical provisions and investment strategy implications
- Setting a funding target
- The role of contingent asset
- Funding level monitoring and triggers
- The role of a buy-in and buy-out
28 September | 15:00 - 15:30
How to support the trustees in dealing with cases going to the Ombudsman
28 September | 16:00 - 16:30
TPR intervention and one-to-one supervision
Nicola Parish
TPR
Executive Director of Frontline Regulation
Tim Middleton
PMI
Director of Policy and External Affairs
- When TPR will intervene?
- TRR's rationale for one-to-one supervision
- What to expect?
- What can be learned from it?
29 September | 10:00 - 10:30
DC Governance
Michael Jones
Eversheds Sutherland
Partner
Frances Shipsey
Eversheds Sutherland
Associate
- TPR's expectations
- 21st Century trusteeship
- How can the Secretary to the Trustee add values
29 September | 11:00 - 11:30
Managing advisers
Ian Craig
Dalriada Trustees
Accredited Professional Trustee
- Budget management
- Adviser review
- Procurement exercises
29 September | 15:00 - 15:30
Trustee training
Andy Nichols
Aon
Senior Consultant
- Helping trustees to identify soft skills
- When is required to take a formal assessment?
- How the board can be effective
29 September | 16:00 - 16:30
How public sector boards work
Peter Spain
Cabinet Office
Head of Pensions Policy & Technical Civil Service & Royal Mail Pensions
- Background and legal basis
- Membership
- Roles and responsibilities
