Secretary to the Trustee (Basic)
07 October 2024 |
7- 9 October
Various fees
Secretary to the Trustee (Basic)
Secretary to the Trustee (Basic) is an online series designed for those with little or no pension trustee knowledge.
Our expert panel will talk you through the essentials of the role. From outlining the best practice approach to managing conflicts of interest and a risk register.
We'll share our insights and help you work effectively with the Chair and Board of trustees, as well as answer any questions you have about the pensions industry and trusteeship generally.
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/£400 (+VAT) all sessions for members
£60 (+VAT) per session/£550 (+VAT) all sessions for non-members -
10
speakers -
Online
Zoom -
5 hours
of CPD
Event Details
THE BASICS
Topics of discussion:
- The role of Secretary to the Trustees
- Managing conflicts
- Meeting management
- Regular annual activities
- Preparing and monitoring an effective risk register
- Effective complaint handling
- Effective minute writing
- Working effectively with the Chair of the Trustee
- Trustee effectiveness
- Data security
Who should attend:
Secretary to pension trustees new to the role
The venue
Agenda
Starting 7 to 9 October 2024
7 October | 10:00 - 10:30
The role of Secretary to the Trustees - best practice approaches
Angela Sharma
Taylor Wessing
Senior Counsel - Knowledge
- Effective pre and post-meeting preparation requirements
- Organising the meeting
- Drafting an effective agenda
- Drafting the minutes and dealing with actions
7 October | 11:00 - 11:30
Managing conflicts of interest
Manjinder Basi
Zedra
Director of Trustee Executive Services
- Identifying actual and potential conflicts
- Developing procedures
- Maintaining appropriate records
7 October | 15:00 - 15:30
Meeting management
Ross Oakey
Barnett Waddingham
Pensions Management Consultant
- Modern meeting management
- Virtual meetings
- Paperless approach to document distribution
- Identifying constraints
7 October 16:00 - 16:30
Regular annual activities
Lauren O'Connor
Eversheds Sutherland
Principal Associate
Emma Shepherd
Eversheds Sutherland
Associate
- Annual timetables and reporting
- Managing scheme documentation
- Managing budgets and business plans
- Triennial submission of a declaration of compliance
- New statutory duties concerning DC schemes
8 October | 10:00 - 10:30
Preparing and monitoring an effective risk register
Judith Codling
Zedra
Director of Client Services
- Identifying key risks
- Assessing the potential impact on the scheme
- Implementing effective controls
- Ongoing review
8 October | 11:00 - 11:30
Effective complaint handling
Temi Osho
Isio
Senior Manager
- Maintenance of procedure
- Compliance with deadlines
- Relations with The Pensions Ombudsman
8 October | 15:00 - 15:30
Effective minute writing
Lucy Bennett
Sackers
Senior Associate
- Accurate recording
- An appropriate degree of detail
- Clear action points
- Timely distribution
8 October | 16:00 - 16:30
Working effectively with the Chair of the Trustee
Beth Brown
Arc Pensions Law
Partner
- Management information
- Documentation management
- Monitoring action points
9 October | 10:00 - 10:30
Trustee effectiveness
Lauren Branney
Hymans Robertson
Actuarial & Governance Consultant
- What is trustee effectiveness and how do we assess it?
- Trustee training: types and documentation
- Views of the Regulator
9 October | 11:00 - 11:30
Data security
Miranda Bond
CMS UK
Associate
- How to keep your data secure
- What steps do you need to take to ensure you remain compliant?
Thank you to our media partners for their continued support
AMNT
Media Partner
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