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PMI
Secretary to the Trustee (Advanced)

Secretary to the Trustee (Advanced)

14 June 2021 | 18 June 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.

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    Fees

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

    Zoom
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    Fees

    All sessions members £240.00 (+VAT)
    non-members £400.00 (+VAT)
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    4 hours

    of CPD
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    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 14 June until 18 June

14 June | 18 June
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

14 June | 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

14 June | 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

15 June | 10:00 – 10:30
How to support the trustees in dealing with cases going to the Ombudsman
TBC
TBC
The Pensions Ombudsman
  • Managing the process timescales
  • Identifying and collating information

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

15 June | 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

17 June | 10:00 – 10:30
DC Governance
Charlotte Cartwright
Charlotte Cartwright
Eversheds Sutherland
Legal Director (Pensions)
Shehzad Ahmad
Shehzad Ahmad
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

17 June | 14:00 – 14:30
Managing advisers
TBC
TBC
  • Budget management
  • Adviser review
  • Procurement exercises

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

18 June | 10:00 – 10:30
Trustee training
TBC
TBC
  • 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

18 June | 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.

Shehzad Ahmad
Shehzad Ahmad
Ross Trustees
- Trustee Director