Secretary to the Trustee (Basic)
27 September 2021 |
01 October 2021
Members £30/Non-members £50 (+VAT) per session
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.
-
Fees
Members £30.00 (+VAT)
Non-members £50.00 (+VAT) per session -
Online
Zoom -
Fees
All sessions members £300.00 (+VAT)
non-members £500.00 (+VAT) -
5 hours
of CPD -
10
speakers
Event Details
THE BASICS
Topics of discussion:
- The role of Secretary to the Trustees - best practice approaches
- 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 27 September until 01 October
27 September | 01 October
Secretary to the Trustee (Basic)
27 September | 10:00 – 10:30
The role of Secretary to the Trustees - best practice approaches
27 September | 14:00 – 14:30
Managing conflicts of interest
28 September | 10:00 – 10:30
Meeting management
28 September | 14:00 – 14:30
Regular annual activities
29 September | 10:00 – 10:30
Preparing and monitoring an effective risk register
29 September | 14:00 – 14:30
Effective complaint handling
30 September | 10:00 – 10:30
Effective minute writing
30 September | 14:00 – 14:30
Working effectively with the Chair of the Trustee
01 October | 10:00 – 10:30
Trustee effectiveness
01 October | 14:00 – 14:30
Data security