Secretary to the Trustee (Advanced)
10 October 2024 |
10 - 11 October
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.
To find out more and be the first to register please email events@pensions-pmi.org.uk
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Fees
£45 (+VAT) per session/£280 (+VAT) all sessions for members
£70 (+VAT) per session/£500 (+VAT) all sessions for non-members -
8
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 10 October until 11 October
10 October | 10:00 - 10:30
Employer covenant
Emily Goodridge
Cardano
Managing Director
Richard E Farr
Cardano
Managing Director
- What is a covenant?
- Why is it important?
- How and when can covenant advisors help?
- Regulatory context
10 October | 11:00 - 11:30
DB scheme journey planning
Helen Ross-Smith
Mercer
Senior Principal
- 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
10 October | 16:00 - 16:30
The Pensions Regulator - an update
David Walmsley
The Pensions Regulator
Director of Supervision – Market Oversight
- The new structure
- Consolidation, innovation and emerging models
- Back to basics
11 October | 10:00 - 10:30
DC Governance
Michael Jones
Eversheds Sutherland
Partner
Louise Mcrae
Eversheds Sutherland
Associate
- TPR's expectations
- 21st Century trusteeship
- How can the Secretary to the Trustee add values
11 October | 11:00 - 11:30
Managing advisers
Ian Craig, FPMI, IMC
Dalriada Trustees
Professional Trustee
- Budget management
- Adviser review
- Procurement exercises
11 October | 14:00 - 14:30
How to support the trustees in dealing with cases going to the Ombudsman
Naomi Beeson
The Pensions Ombudsman
Head of Comms Engagement and Insight
- Managing the process timescales
- Identifying and collating information
11 October | 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
11 October | 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
Thank you to our media partners for their continued support
AMNT
Media Partner
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