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
-
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
20 - 22 October 2025
20 October | 10:00 - 10:30
The role of Secretary to the Trustees - best practice approaches
20 October | 11:00 - 11:30
Managing conflicts of interest
20 October | 15:00 - 15:30
Meeting management
20 October | 16:00 - 16:30
Regular annual activities
21 October | 10:00 - 10:30
Preparing and monitoring an effective risk register
21 October | 11:00 - 11:30
Effective complaint handling
21 October | 15:00 - 15:30
Effective minute writing
21 October | 16:00 - 16:30
Working effectively with the Chair of the Trustee
22 October | 10:00 - 10:30
Trustee effectiveness
22 October | 11:00 - 11:30
Data security