Trustee Essentials Training


IAPF Trustee Training – DB & DC Focus

Trustee training is now compulsory for all pension scheme Trustees. The IAPF offer Pension Board approved, independent Trustee Training to all Pensions Scheme Trustees and Pension Professionals in order to equip them with the essential requirements of Trusteeship.

The Trustee Training programme provides participants with 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 requirement of trusteeship.

The training is facilitated by Russell Irvine and Jeanne-Marie Moriarty who have extensive experience in Trustee Training and are experts in their respective fields. Biographies available here.

The Training is separated into DB, DC specific courses, full or half day options.. We also offer a course designed to educate Trustees on Investment Issues.

Cost
Full Day Course: €450 members and €500 non members
Half Day Course: €295 members and €350 non members

Click here to view our upcoming Trustee Training events and to book your place

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
  • Trustees who may have done a course in the past but want to update their skills and knowledge

Topics covered

  • Trustee Governance:
  • Legal Issues:
  • Administration & Management
  • Pensions Board
  • Investment
  • Actuarial/Financing Issues
  • Case Studies

What you will 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 Trustee Training 'Trustee Essentials'.

Continual Professional Development (CPD)

The programme will form part of your trustee development, This course have being awarded 2 cpd hours.

Book your place

Click here to view our upcoming Trustee Training events and to book your place