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
-
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
23-24 October 2025
23 October | 10:00 - 10:30
Employer covenant
23 October | 11:00 - 11:30
DB scheme journey planning
23 October | 15:00 - 15:30
How to support trustees with cases going to the Ombudsman
23 October | 16:00 - 16:30
The Pensions Regulator - an update
24 October | 10:00 - 10:30
DC Governance
24 October | 11:00 - 11:30
Managing advisers
24 October | 15:00 - 15:30
Trustee training
24 October | 16:00 - 16:30
How public sector boards work