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Secretary to the Trustee (Advanced)

Secretary to the Trustee (Advanced)

13 October 2022 | 14 October 2022

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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

    £35 (+VAT) per session/£265 (+VAT) all sessions for members
    £55 (+VAT) per session/£450 (+VAT) all sessions for non-members
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    9

    speakers
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    Online

    BrightTALK
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    4 hours

    of CPD

Event Details

THE BASICS

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

Agenda

Starting 13 October until 14 October

13 October | 10:00
Employer covenant
Richard E Farr
Richard E Farr
Cardano
Managing Director
Emily Goodridge
Emily Goodridge
Cardano
Managing Director
  • What is employer covenant?
  • Why is it important?
  • TPR's views

BOOK SESSION

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13 October | 12:00
DB scheme journey planning
Maurice Speer, FIA
Maurice Speer, FIA
Mercer
Principal, Wealth - 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

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13 October | 14:00
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

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13 October | 16:00
TPR intervention and one-to-one supervision
Claire Boorman
TRP
Principal, Supervision (Events)
  • When TPR will intervene?
  • TRR's rationale for one-to-one supervision
  • What to expect?
  • What can be learned from it?

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14 October | 10:00
DC Governance
Frances Shipsey
Frances Shipsey
Eversheds Sutherland
Associate
Vanessa Wells
Vanessa Wells
Eversheds Sutherland
Legal Director
Annabelle Hardiman
Ross Trustees
  • TPR's expectations
  • 21st Century trusteeship
  • How can the Secretary to the Trustee add values

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14 October | 12:00
Managing advisers
  • Budget management
  • Adviser review
  • Procurement exercises

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14 October | 14:00
Trustee training
Andy Nichols
Andy Nichols
Aon
Senior Consultant
  • Helping trustees to identify soft skills
  • When is required to take a formal assessment?
  • How the board can be effective

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14 October | 16:00
How public sector boards work
Peter Spain
Peter Spain
Cabinet Office
Head of Pensions Policy & Technical Civil Service & Royal Mail Pensions
  • Background and legal basis
  • Membership
  • Roles and responsibilities

BOOK SESSION

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Savvy Investor
Savvy Investor
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