Trustee Training DB & DC
The one day Trustee Training programme 'Trustee Essentials' has been designed to provide participants with an introduction to the tools and techniques that will assist them towards becoming effective members of a trustee board. It will also help those who provide support to the trustee board to understand the essential requirements of trusteeship.
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UPCOMING EVENTS SECTION
WHO SHOULD ATTEND
- Newly appointed trustees and those considering becoming trustees
- Trustees with some experience but no formal training
- Anybody reporting to, or dealing with, a Trustee Board
WHAT YOU WILL LEARN:
Trustee Governance:
Appropriate governance of the trustee board and the scheme; delegation and supervision of advisers.
Legal Issues:
Basic concepts of a trust; relationship between the trustees and the employer; duties, powers and discretions; responsibilities of trustees.
Administration & Management
Administration, duties of administrators, disclosure of information, administration pitfalls, management. Annual Reports & Accounts; disputes and IDR.
Pensions Board
The regulatory code and framework within which trustees operate.
Investment
Typical investment objectives of trustees, different classes of investment and their characteristics, investment performance and monitoring; custody of scheme assets.
Actuarial/Financing Issues
Role of Actuary; frequency and main features of an actuarial valuation; Benefit calculation, preservation and revaluation. Financing covers DC Issues.
Case Studies
Courses places are limited to small groups which will allow our facilitators to run workshops in addressing specific case studies relevant to main topics to allow further thought and examination of some of the more prominent areas in each module.
What will you receive You will receive a complete manual covering the content of the programme and access to detailed supporting documentation to help you in your trustee work.In addition, you will receive the IAPF Certificate of Pension Scheme TrusteeTraining 'Trustee Essentials'.
Comments on this course:
'Both speakers were very articulate and informative, an enjoyable and educational programme.' 'The course was very helpful and is pitched at the right level' 'Excellent course, very well presented. Helpful to have the interaction.'
Trustee Training - Trustee Essentials Brochure
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