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Secretary to the Trustee (Advanced)

Secretary to the Trustee (Advanced)

05 November 2020 | 10 November 2020
Members £30 / non-members £40 per session (+VAT)

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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 pensions industry and wider trusteeship.

 

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    Fees

    members £30
    non-members £40 per session (+VAT)
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    Online

    Zoom
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    CPD

    accredited programme
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    8

    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 from 5 November until 10 November

5 November | 10 November
Secretary to the Trustee (Advanced) | All sessions
  • 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?

Individual sessions members £30.00 (+ VAT) / non-members £40.00 (+ VAT)

Members £240.00 (+ VAT)

Non-members £320.00 (+ VAT)

BOOK FOR ALL SESSIONS

5 November | 10:30 – 11:00
How to support the trustees in dealing with cases going to the Ombudsman
James Collins
James Collins
The Pensions Ombudsman
Senior Legal Counsel
  • Managing the process timescales
  • Identifying and collating information

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5 November | 14:30 – 15:00
TPR intervention and one-to-one supervision
Mike Birch
Mike Birch
The Pensions Regulator
Director of Supervision
Dianne Morgan
Dianne Morgan
The Pensions Regulator
Head of Relationship Supervision
  • 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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6 November | 10:30 – 11:00
Employer covenant
Richard E Farr
Richard E Farr
Lincoln Pensions
Managing Director
  • What is employer covenant
  • Why is it important
  • TPR's views

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6 November | 14:30 – 15:30
DB scheme journey planning
TBC
TBC
Mercer
  • 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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9 November | 10:30 – 11:00
DC Governance
Charlotte Cartwright
Charlotte Cartwright
Eversheds Sutherland
Legal Director (Pensions)
  • TPR's expectations
  • 21st Century trusteeship
  • How can the Secretary to the Trustee add values

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9 November | 14:30 – 15:00
Managing advisers
Gillian Graham
Gillian Graham
Punter Southall
Client Director
  • Budget management
  • Adviser review
  • Procurement exercises

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10 November | 10:30 – 11:00
Trustee training
George Norval
George Norval
Pensions Executive
Law Debenture
  • Helping trustees to identify soft skills
  • When is required to take formal assessment
  • How the board can be effective

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10 November | 14:30 – 15:00
How public sector boards work
TBC
TBC

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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).

Gillian Graham
Gillian Graham
Punter Southall
- Client Director
George Norval
George Norval
Law Debenture
- Pensions Executive
Charlotte Cartwright
Charlotte Cartwright
Eversheds Sutherland
- Legal Director (Pensions)
Mike Birch
Mike Birch
The Pensions Regulator
- Director of Supervision

Mike has been Director of Supervision at TPR, since the establishment of the Supervision Directorate in April 2019. Supervision encompasses all the Regulator’s high-intensity engagements with DC, Public Service and DB schemes other than the use of our powers through Enforcement. Prior to the establishment of separate Supervision and Enforcement Directorates, Mike was Director of Case Management, which included both functions. Mike joined the Regulator in 2012. Prior to that he was a restructuring banker, specialising in leading large,  multi-lender restructurings.

James Collins
James Collins
The Pensions Ombudsman
- Senior Legal Counsel
Dianne Morgan
Dianne Morgan
The Pensions Regulator
- Head of Relationship Supervision