Secretary to the Trustee (Advanced)
13 October 2022 |
14 October 2022
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.
-
Fees
£45 (+VAT) per session/£280 (+VAT) all sessions for members
£65 (+VAT) per session/£475 (+VAT) all sessions for non-members -
9
speakers -
Online
BrightTALK -
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
Agenda
Starting 13 October until 14 October
13 October | 10:00 - 10:45
Employer covenant
Emily Goodridge
Cardano
Managing Director
Chris Heritage
Cardano
Director
- What is covenant?
- Why is it important?
- How and when can covenant advisors help?
- Regulatory context
13 October | 12:00 - 12:30
DB scheme journey planning
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
13 October | 14:00 - 14:30
How to support the trustees in dealing with cases going to the Ombudsman
Mairi Dearden
The Pensions Ombudsman
Head of Engagement
- Managing the process timescales
- Identifying and collating information
13 October | 16:00 - 16:30
TPR intervention and one-to-one supervision
14 October | 10:00 - 10:30
DC Governance
Frances Shipsey
Eversheds Sutherland
Associate
Vanessa Wells
Eversheds Sutherland
Legal Director
Annabelle Hardiman
Ross Trustees
Trustee Manager
- TPR's expectations
- 21st Century trusteeship
- How can the Secretary to the Trustee add values
14 October | 12:00 - 12:30
Managing advisers
Ian Craig
Dalriada Trustees
Accredited Professional Trustee
- Budget management
- Adviser review
- Procurement exercises
14 October | 14:00 - 14:00
Trustee training
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
14 October | 16:00 - 16:30
How public sector boards work
Peter Spain
Cabinet Office
Head of Pensions Policy & Technical Civil Service & Royal Mail Pensions
- Background and legal basis
- Membership
- Roles and responsibilities
