PMI Crest
PMI
Secretary to the Trustee (Advanced)

Secretary to the Trustee (Advanced)

19 October 2021 | 22 October 2021
Members £30/Non-members £50 per session (+VAT)

Secretary to the Trustee (Advanced)

Secretary to the Trustee (Advanced) is an online series designed for those who have some understanding of pensions and trusteeship but need to improve their knowledge to a more advanced level than our Introduction to Secretary to the Trustee workshop.

Our expert panel will talk you through the advanced requirements of the role. From outlining employer covenant to DB scheme journey planning and managing advisers.

We'll share our insights and help you work effectively, as well as answer any questions you have about the pension industry and wider trusteeship.

  • icon

    Fees

    members £30.00 (+VAT)
    non-members £50.00 (+VAT) per session
  • icon

    Online

    Zoom
  • icon

    Fees

    All sessions members £240.00 (+VAT)
    non-members £400.00 (+VAT)
  • icon

    4 hours

    of CPD
  • icon

    9

    speakers

Event Details

THE BASICS

Topics of discussion:
  • How to support the trustees in dealing with cases going to the Ombudsman
  • TPR intervention and one-to-one supervision 
  • Employment covenant
  • Managing advisers 
  • Trustee training
  • DB scheme journey planning 
  • DC Governance
  • How public sector boards work
Who should attend:
  • Secretary to the Trustees 
The venue
Event Venue Zoom

Agenda

Starting 19 October until 22 October

19 October | 22 October
Secretary to the Trustee (Advanced)
  • How to support the trustees in dealing with cases going to the Ombudsman
  • TPR intervention and one-to-one supervision 
  • Employer covenant 
  • DB scheme journey planning
  • DC Governance
  • Managing advisers
  • Trustee training 
  • How public sector boards work

Members £240.00 (+VAT)/Non-members £400.00 (+VAT) | BOOK FOR ALL SESSIONS

19 October | 10:00 – 10:30
How to support the trustees in dealing with cases going to the Ombudsman
Mairi Dearden
Mairi Dearden
The Pensions Ombudsman
Head of Engagement
  • Managing the process timescales
  • Identifying and collating information

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

19 October | 14:00 – 14:30
TPR intervention and one-to-one supervision
TBC
TBC
The Pensions Regulator
  • When TPR will intervene?
  • TRR's rationale for one-to-one supervision
  • What to expect?
  • What can be learned from it?

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

20 October | 10:00 – 10:30
Employer covenant
Richard E Farr
Richard E Farr
Lincoln Pensions
Managing Director
  • What is employer covenant?
  • Why is it important?
  • TPR's views

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

20 October | 14:00 – 14:30
DB scheme journey planning
Maurice Speer
Maurice Speer
Mercer
Principal Risk Transfer
  • Technical provisions and investment strategy implications
  • Setting a funding target
  • The role of contingent asset
  • Funding level monitoring and triggers
  • The role of a buy-in and buy-out

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

21 October | 10:00 – 10:30
DC Governance
Charlotte Cartwright
Charlotte Cartwright
Eversheds Sutherland
Legal Director (Pensions)
Manpreet Sohal
Manpreet Sohal
Ross Trustees
Trustee Director
  • TPR's expectations
  • 21st Century trusteeship
  • How can the Secretary to the Trustee add values

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

21 October | 14:00 – 14:30
Managing advisers
Greig McGuinness
Greig McGuinness
Dalriada Trustees
Accredited Professional Trustee
  • Budget management
  • Adviser review
  • Procurement exercises

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

22 October | 10:00 – 10:30
Trustee training
Andy Nichols
Andy Nichols
Aon
Consultant
  • Helping trustees to identify soft skills
  • When is required to take a formal assessment?
  • How the board can be effective

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

22 October | 14:00 – 14:30
How public sector boards work
Peter Spain
Peter Spain
Cabinet Office
Head of Pensions Policy & Technical
  • Background and legal basis
  • Membership
  • Roles and responsibilities

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

Speakers

Hear from the experts

Richard E Farr
Richard E Farr
Lincoln Pensions
- Managing Director

Richard joined Lincoln Pensions in January 2016 and is primarily responsible for targeting and servicing corporate sponsors of all sizes with regard to their defined benefit (DB) pension scheme. He also specialises in stressed cases involving complex M&A transactions and scheme compromise (PPF plus and minus). He has a pre-eminent reputation in the DB pensions advisory market for innovative solutions.

Richard’s clients include John Menzies plc, Burton Foods, GKN plc,  Amey Group and First Group.

His previous role was with BDO, where he led the pensions advisory business team. During his six years with BDO, Richard provided pensions advice to a range of blue chip clients including Uniq plc, AEA Group plc, MIRA and General Motors on a diverse range of high-profile transactions and other situations.

Prior to working at BDO, Richard was Head of Pensions at Swiss Re for two years and Partner and Lead of the corporate pension advisory practice at PwC for six years. During 2004/5 Richard was the original advisor to: The Pension Protection Fund (“PPF”) on their choice of risk-based levy provider; and the Pensions Regulator (“TPR”) on the new Act’s Guidelines; as well as being the TPR’S first secondee.

He has a wide range of industrial, consumer, technical, business services, financial services and insurance sector experience. Across virtually any business sector that has a significant defined benefit exposure, Richard has significant relevant prior experience and credentials. He has also been CFO or Chairman of several quoted and unquoted businesses (both through IPOs and restructurings).

Charlotte Cartwright
Charlotte Cartwright
Eversheds Sutherland
- Legal Director (Pensions)
Peter Spain
Peter Spain
Cabinet Office
- Head of Pensions Policy & Technical

Peter has around 25 years’ experience of working in the policy development and management of the Civil Service, Parliamentary and Royal Mail Statutory Pension Schemes. During that time, he has specialised in analysing complex statutory provisions, and working with professional advisers both to develop new pension schemes and to defend legal challenges to existing arrangements. He is currently Head of Pensions Policy and Technical in Civil Service HR in the Cabinet Office.

In his spare time he enjoys listening to music, watching sport and spending time with his family and dog.

Maurice Speer
Maurice Speer
Mercer
- Principal Risk Transfer

Maurice is a risk transfer consultant and a qualified actuary, with over 12 years’ experience.  He focuses on helping clients reduce risk, liabilities and costs from their schemes through various de-risking strategies, from member options exercises through to bulk annuity transactions.

Manpreet Sohal
Manpreet Sohal
Ross Trustees
- Trustee Director

Manpreet has a portfolio of clients where she acts as professional trustee and leads the Ross Trustees Pensions Manager and Secretariat teams.

Manpreet has worked in the professional trusteeship industry since 2005, managing a portfolio of pension schemes, acting as either professional trustee, outsourced Pensions Manager or as Scheme Secretary. She has acted as Trustee to five schemes and Project Manager or Scheme Secretary to over 15 Trustee Boards with assets ranging from the low millions up to £1 billion.

She has worked at Ross Trustees since its inception in 2010, and has been central in establishing and developing the company’s outsourced pensions manager and secretariat governance offering.

Mairi Dearden
Mairi Dearden
The Pensions Ombudsman
- Head of Engagement

Mairi Dearden is the Stakeholder Lead at The Pensions Ombudsman (TPO). 

Her role involves leading the TPO’s external engagement function, working with stakeholders across the pensions industry: schemes, providers, trustees, consumer groups, regulators, other Ombudsman, and Parliamentarians. Working to share information and intelligence, promote best practices, improve the customer journey, and promote informal resolution of complaints. 

She joined TPO in 2014 as a Casework Manager in 2014 leading a team of Senior Adjudicators and Lawyers.

Prior to joining TPO, Mairi enjoyed a 30-year career in criminal justice in the UK and USA. In roles with the Crown Prosecution Service (CPS) and a District Attorney’s Office. On her return to the UK Mairi worked with Victim Support and led the project to establish a Witness Service in the Magistrates Courts’ and contributed to the work of Her Majesty’s Inspectorates. 

Before her move to TPO Mairi worked for The Independent Office of Police Complaints (IOPC) as a Detective Chief Inspector, leading criminal, coronial and misconduct investigations involving the police and agencies with policing powers.

Greig McGuinness
Greig McGuinness
Dalriada Trustees
- Accredited Professional Trustee

Greig is an Accredited Professional Trustee with Dalriada having joined in 2008 from a large organisation specialising in pensions for the not-for-profit and charity sectors.  Since entering the industry in 1999, Greig has gained a wealth of experience across the spectrum of pensions management.  Greig predominantly works in our on-going trustee practice working with sponsors as a sole or co-trustee across a variety of pension schemes, ranging from a £1 million pension scheme with 30 members to a £500 million+ scheme with around  5,500 members.

Greig is Accredited as a Professional Trustee by the Association of Professional Pension Trustees.

Greig, an Associate of the Pensions Management Institute, has a strong technical background and wide-ranging experience in pension scheme governance, including numerous complex negotiations, investment reviews and corporate transitions.  He is a keen market commentator and is regularly featured in industry publications discussing current pension issues.

Andy Nichols
Andy Nichols
Aon
- Consultant

Andy leads Aon’s Trustee Training team which provides training to new and experienced trustees as part of the Trustee Knowledge and Understanding requirement set out by the Pensions Regulator.

Andy is a consultant in the retirement practice in Aon’s Birmingham office, having joined the firm in 2001.

He supports trustees in their day-to-day duties as a scheme secretary and governance consultant, and has previously been seconded to a client’s in-house pensions department.