Event Details - Trustee Training Online - Refresher - Part 1 & 2

When: Note this is a multi day event, starting 11/09/2026 for 10am to 1pm and finishing on 18/09/2026
Where: Online course via the Zoom platform. Course details & Zoom link will be provided on the booking confirmation.
Cost: Members: €295, Non Members: €495,

Introduction

Trustee Online Training - Refresher - Part 1 & 2

Please note this is a two part course which will take place on two consecutive Fridays on 11th Sept and 18th Sept 2026. 

You will be automatically enrolled for Part 2. The full course fee will be charged at the time of booking. 

The IAPF Refresher Course has been designed for Trustees who have undertaken Trustee Training in the past but wish to refresh their knowledge and ensure that they comply with the Pensions Act Regulations. The course focuses not only on the theory of trusteeship but also on the practicalities - through a mix of presentations by experts, delegate interaction and real-life case studies.

It has been brought up to date to consider the Pensions Authority guidelines to Trustees. It will also cover what action Trustees should take in the event of volatile markets and what Trustees should be doing to ensure their schemes can address any additional regulatory requirements that are likely. 

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 1 Trustee Governance | Trustee Duties – A recap | Legislation and good governance | IORP II – Pensions Authority Guidelines.  

Part 2  Pensions Authority Guidelines | Investment | Statutory Responsibilities | Fundamentals | Changing Environment | Volatile Markets - Crisis Management | Mobile Workers Directive | Recent Case Law.

 

CPD

Part 1 & 2 of this training course will be allocated a total of 6 CPD hours by the IAPF for ongoing trustee training requirements.

We will apply for 6 hours CPD under Category 2. Pensions, Category 3. Savings & Investments & PTP from LIA (TBC), IOB (TBC) and IIPM.

If you have a query relating to the CPD hours, please contact the relevant awarding bodies.

Speakers

click on image for biography Brian Sexton
Unio Employee Benefits
click on image for biography Robert Vard
Unio Employee Benefits

Booking

Non Member: €495.00 per person

IAPF Member: €295.00 per person

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