Secretary to the Trustee (Basic)
25 September 2023 |
25 - 27 September 2023
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.
-
Fees
£45 (+VAT) per session/£400 (+VAT) all sessions for members
£55 (+VAT) per session/£500 (+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 25 September until 27 September
25 September | 10:00 - 10:30
The role of Secretary to the Trustees - best practice approaches
Angela Sharma
Taylor Wessing
Senior Professional Support Lawyer
- Effective pre and post-meeting preparation requirements
- Organising the meeting
- Drafting an effective agenda
- Drafting the minutes and dealing with actions
25 September | 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
25 September | 14:00 - 14:30
Meeting management
Ashley Temple
Barnett Waddingham
Pension Management Consultant
- Teleconferencing
- Paperless approach to document distribution
- Identifying constraints
25 September | 16:00 - 16:30
Regular annual activities
Frances Shipsey
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
26 September | 10:00 - 10:30
Preparing and monitoring an effective risk register
Fiona Kilpatrick
Zedra
Senior Trustee Executive
- Identifying key risks
- Assessing the potential impact on the scheme
- Implementing effective controls
- Ongoing review
26 September | 11:00 - 11:30
Effective complaint handling
Temi Osho
PwC
Senior Manager, Trustee Services
- Maintenance of procedure
- Compliance with deadlines
- Relations with TPAS/The Pensions Ombudsman
26 September | 15:00 - 15:30
Effective minute writing
Lucy Bennett
Sackers
Senior Associate
- Accurate recording
- An appropriate degree of detail
- Clear action points
- Timely distribution
26 September | 16:00 - 16:30
Working effectively with the Chair of the Trustee
Rosalind Connor
Arc Pensions Law
Managing Partner
- Management information
- Documentation management
- Monitoring action points
27 September | 10:00 - 10:30
Trustee effectiveness
Lauren Branney
Hymans Robertson
Actuarial Trainee Consultant
- Training needs analysis
- Maintaining a training log
- Types of training
27 September | 11:00 - 11:30
Data security
Lauren Cathro
CMS CMNO
Associate
- How to keep your data secure
- What steps do you need to take to ensure you remain compliant?
