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Training Course
Available

Secretary to the Trustee | Advanced

Training

Build advanced knowledge and confidence in your secretary role by deepening your understanding of covenant, scheme strategy, adviser management, and the wider demands of trusteeship.

Event date
Location
Open to members & non-members
CPD
CPD: 4hrs
Book now

About  Advance your trustee secretariat expertise

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.

Why Attend

  • Deepen your technical expertise

    Enhance your understanding of employer covenant, DB scheme journey planning, and other advanced aspects of trusteeship.

  • Strengthen your adviser management skills

    Learn how to coordinate and challenge advisers effectively to support strong, well‑informed trustee decision‑making.

  • Expand your strategic insight

    Develop a clearer view of the long‑term aims, risks, and strategic considerations that shape trustee board discussions.

  • Build confidence through expert guidance

    Gain clarity on complex topics, ask questions freely, and refine your ability to operate confidently within the pension governance landscape.

Agenda

22 Oct

-

Employer covenant

  • What is employer covenant?
  • Why is it important?
  • TPR's views
-

DB scheme journey planning

  • 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
-

How to support the trustees in dealing with cases going to the Ombudsman

  • Managing the process timescales
  • Identifying and collating information
-

The Pensions Regulator: an update

  • TPR intervention and one-to-one supervision
  • When TPR will intervene?
  • TRR's rationale for one-to-one supervision
  • What to expect?
  • What can be learned from it?

23 Oct

-

DC Governance

  • TPR's expectations
  • 21st Century trusteeship
  • How can the Secretary to the Trustee add values
-

Managing advisers

  • ·       Budget management
  • Adviser review
  • Procurement exercises
-

Trustee training

  • Helping trustees to identify soft skills
  • When is required to take a formal assessment?
  • How the board can be effective
-

How public sector boards work

  • Background and legal basis
  • Membership
  • Roles and responsibilities

Costs

Description Cost
Members £45 (+VAT) per session / £280 (+VAT) all sessions.
Non-members £70 (+VAT) per session / £500 (+VAT) all sessions

Location

Zoom
Tags
Training Course,
Trusteeship,
Governance,
Defined Contributions,
Defined Benefit
Return to the events

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 pension trustees 

Any questions?

Contact us now
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