Event Details


08/10/2014 at 7.45am for 8.00am - 1.00pm


Chartered Accountants Ireland


Members: €295
Non Members: €350


Trustee Training Refresher (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.

This course 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 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: Trustee Governance, Family Law Acts, Investment, Actuarial, Scheme Financing, CommunicationsWorkshops & Case Studies

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


Time Subject
7.45am Welcome, Breakfast and Introductions

  Trustee Governance

  Family Law Acts 1995 & 1996

  Case Study


  Case Study


Future Outlook

12.30 Lunch (DC Delegates)    
Actuarial (DB Delegates)

1.15 Lunch (DB Delegates)

1.45 Ends


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

Topics Include

'Updated' Regulation & Compliance
Trustee Governance
Legal Issues

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