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PMI
Secretary to the Trustee (Advanced)

Secretary to the Trustee (Advanced)

05 November 2020 | 10 November 2020
Members £30.00 (+VAT) / Non-members £40.00 (+VAT) per session

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Secretary to the Trustee (Advanced)

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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 with the Chair and Board of trustees, as well as answer any questions you have about the pensions industry and wider trusteeship.

 

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    Fees

    members £30.00 (+VAT)
    non-members £40.00 (+VAT) per session
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    Online

    Zoom
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    CPD

    accredited programme
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    9

    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?

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?
  • 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
Frances Beasley
Frances Beasley
TPR
Principal
  • 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
  • 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
Jayne Pocock
Jayne Pocock
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?