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.
To find out more and be the first to register please email events@pensions-pmi.org.uk
-
Fees
£45 (+VAT) per session/£280 (+VAT) all sessions for members
£70 (+VAT) per session/£500 (+VAT) all sessions for non-members -
8
speakers -
Online
Zoom -
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
22-23 October 2026
22 October | 10:00 - 10:30
Employer covenant
22 October | 11:00 - 11:30
DB scheme journey planning
22 October | 15:00 - 15:30
How to support trustees with cases going to the Ombudsman
22 October | 16:00 - 16:30
The Pensions Regulator - an update
22 October | 10:00 - 10:30
DC Governance
23 October | 11:00 - 11:30
Managing advisers
23 October | 15:00 - 15:30
Trustee training
23 October | 16:00 - 16:30
How public sector boards work