Secretary to the Trustee (Introduction)
09 October 2020 |
15 October 2020
Members £30 / non-members £40 (+ VAT) per session
Secretary to the Trustee (Introduction)
Secretary to the Trustee (Introduction) is an online series designed for those with little or no pensions 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
non-members £40 (+ VAT) per session -
Online
Zoom -
CPD
accredited programme -
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 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 from 9 October until 15 October
9 October | 10:30 – 11:00
The role of Secretary to the Trustees - best practice approaches
9 October | 14:30 – 15:00
Managing conflicts of interest
12 October | 10:30 – 11:00
Meeting management
12 October | 14:30 – 15:00
Regular annual activities
13 October | 10:30 – 11:00
Preparing and monitoring an effective risk register
13 October | 14:30 – 15:00
Effective complaint handling
14 October | 10:30 – 11:00
Effective minute writing
14 October | 14:30 – 15:00
Working effectively with the Chair of the Trustee
15 October | 10:30 – 11:00
Trustee effectiveness
15 October | 14:30 – 15:00
Data security