Event Details


28/10/2020 for 10am to 1pm


Online Course - Event Link & course information will be emailed to you the day before the course commences.


Members: €175
Non Members: €225


Trustee Online Training - Essentials - Part I

This 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.

The IAPF “Essentials” Trustee Training course covers all of the areas recommended by the Pensions Authority and 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.

The Course focuses not only on the theory of trusteeship but also on the practicalities - through a mix of presentations by experts, group interaction and real life case studies.

The course content is continually updated to reflect current legislation and trustee requirements and includes what Trustees should be doing to ensure their schemes can address the additional regulatory requirements that are likely once the IORP II Directive is transposed into Irish Law.

The core topics that will be covered will be: Regulation & Compliance, Trustee Governance, Investment, Administration, Actuarial, Legal Issues, Workshops

The course will now be held via a live interactive online presentation held over two days. Each session should take approximately two and a half hours. Participants are required to attend both Part I and Part II of this training in order to receive a certificate of attendance. Once you have registered for Part I you are automatically registered for Part II - there is no need to book twice.


Part I - Wed 28th Oct 2020 - Background to Irish Pension Provision - Legal Issues - Essentials of Trustee Governance - Essentials of Investment -Data Protection

Part II - Wed 4th Nov 2020   - Pensions Regulation and Compliance - Disclosure of Information - Pensions Authority Codes of Governance - IORP II – Pensions Authority Guidelines Essentials of Actuarial Practice




Part I & II of this training course is allocated 4 hours cpd by the IAPF for ongoing trustee training requirements. We received 2 cpd hours from the LIA (LIA08937_2020). We await confirmation from IOB and IIPM, under category 2. Pensions & category 3. Savings & investments. If you have a query relating to the CPD hours, please contact the relevant awarding bodies.


click on image for biography Ollie Fahey, FCCA, AIIPM, APA
APT Workplace Pensions Ltd
click on image for biography Peter Griffin
APT Workplace Pensions Ltd


Non Member: €225.00 per person

IAPF Member: €175.00 per person

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