Event Details - Trustee Training Essentials

When: 08/05/2019 for 9.45am for 10.00am to 4pm
Where: IAA Conference Centre, D'Olier Street, Dublin 2
Cost: Members: €320, Non Members: €370,

Introduction

TRUSTEE TRAINING ESSENTIALS (DB&DC)

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.

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.

 

CPD

This training course was allocated 4 hours cpd by the IAPF for ongoing trustee training requirements. We received 4 hours cpd under category 2 Pensions from LIA (LIA05337_2019). We also received 4 CPD hours from IOB (2019-0824). We also have confirmation from the IIPM. If you have a query relating to the CPD hours, please contact the relevant awarding bodies.

Agenda

Time Subject
10.00am Welcome, Breakfast and Introductions

  Pensions Background

  Legal Issues & Case Study

  Regulations & Compliance

  Quiz

  Investment & Case Study

  Communications     


Future Outlook

3.30pm Ends(DC Delegates)    

3.30pm Actuarial (DB Delegates)

4.00pm Ends
   

Speakers

click on image for biography Peter Griffin
APT Workplace Pensions Ltd
click on image for biography Ollie Fahey
APT Workplace Pensions Ltd
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