Secretary to the Trustee (Advanced)
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.
Feesmembers £30.00 (+VAT)
non-members £50.00 (+VAT) per session
FeesAll sessions members £240.00 (+VAT)
non-members £400.00 (+VAT)
4 hoursof CPD
- 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
- Secretary to the Trustees
Starting 14 June until 18 June
Hear from the experts
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).
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 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.