Event Details


23/09/2014 at 7.45am for 8.00am - 1.00pm


Chartered Accountants Ireland


Members: €295
Non Members: €350


Trustee Training Essentials (DB&DC)

This half day course has been designed for Trustees who have attended Trustee Training in the past but wish to refresh their knowledge and it is also suitable for Trustees who want a brief overview of Trustee Issues.

This course provides 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.

It focuses not only on the theory of trusteeship but also on the practicalities - through a mix of presentations by experts, group workshops and real life case studies. Each unit of the programme was developed by a leading organisation in the industry.

The course content is continually updated to reflect current legislation and trustee requirements. The core topics that will be covered will be: Regulation & Compliance, Trustee Governance, Investment, Administration, Actuarial, Legal Issues, Workshops.

4 Hours CPD:  LIA Ref: (LIA-O-3215) IOB Ref: (2012-0893)


Time Subject
7.45am Welcome, Breakfast and Introductions

  Pensions Background

  Legal Issues & Case Study

  Regulations & Compliance


  Investment & Case Study


Future Outlook

12.30 Lunch (DC Delegates)    
Actuarial (DB Delegates)

1.00 Lunch (DB Delegates)

1.30 Ends


click on image for biography Russell Irvine
click on image for biography Jeanne-Marie Moriarty

Topics Include

'Updated' Regulation & Compliance
Trustee Governance
Legal Issues

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