Secretary to the Trustee (advanced) 2025
09 October 2025 |
9 - 10 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
10 October | 11:00 - 11:30
DB scheme journey planning
10 October | 16:00 - 16:30
The Pensions Regulator - an update
11 October | 10:00 - 10:30
DC Governance
11 October | 11:00 - 11:30
Managing advisers
11 October | 14:00 - 14:30
How to support the trustees in dealing with cases going to the Ombudsman
11 October | 15:00 - 15:30
Trustee training
11 October | 16:00 - 16:30
How public sector boards work
Thank you to our media partners for their continued support
AMNT
Media Partner
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