Event Details

When:

11/05/2016 at 7.45am for 8.00am - 1.00pm

Where:

Chartered Accountants Ireland

Cost:

Members: €295
Non Members: €350

Introduction

Trustee Training Essentials (DB&DC)

This half day course has been designed for new Trustees and is also suitable for Trustees who have attended Trustee Training in the past but wish to refresh their knowledge.

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.

This Training has been allocated 4 hours by the IAPF for on-going trustee training requirements. It has been accredited 4 Hours CPD under Category 2 – Pensions (LIA Ref: LIA-O-8039), (IOB Ref:2016-0009). It has also been accredited 4 CPD hours by the IIPM. If you have a query relating to CPD hours please contact the relevant awarding body.


Timetable

Time Subject
7.45am Welcome, Breakfast and Introductions

  Pensions Background

  Legal Issues & Case Study

  Regulations & Compliance

  Quiz

  Investment & Case Study

  Communications     


Future Outlook

12.30 Lunch (DC Delegates)    
Actuarial (DB Delegates)

1.00 Lunch (DB Delegates)

1.30 Ends





Speakers

Jeanne-Marie Moriarty
Russell Irvine

Topics Include

'Updated' Regulation & Compliance
Trustee Governance
Investment
Administration
Actuarial
Legal Issues
Workshops

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