Secretary to the Trustee (basic) 2025

Secretary to the Trustee (basic) 2025

06 October 2025 | 6-8 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
    £65 (+VAT) per session/£600 (+VAT) all sessions for non-members
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    10

    speakers
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    Online

    Zoom
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    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
Event Venue Zoom

Agenda

Starting 7 to 9 October 2024

7 October | 10:00 - 10:30
The role of Secretary to the Trustees - best practice approaches
  • 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
  • Identifying actual and potential conflicts
  • Developing procedures
  • Maintaining appropriate records
7 October | 15:00 - 15:30
Meeting management
  • Modern meeting management
  • Virtual meetings
  • Paperless approach to document distribution
  • Identifying constraints

 

7 October 16:00 - 16:30
Regular annual activities
  • 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
  • Identifying key risks
  • Assessing the potential impact on the scheme
  • Implementing effective controls
  • Ongoing review

 

8 October | 11:00 - 11:30
Effective complaint handling
  • Maintenance of procedure
  • Compliance with deadlines
  • Relations with The Pensions Ombudsman
8 October | 15:00 - 15:30
Effective minute writing
  • 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
  • Management information
  • Documentation management
  • Monitoring action points

 

9 October | 10:00 - 10:30
Trustee effectiveness
  • 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
  • How to keep your data secure
  • What steps do you need to take to ensure you remain compliant?

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