Secretary to the Trustee (Basic)
10 October 2022 |
12 October 2022
Secretary to the Trustee (Basic)
Secretary to the Trustee (Basic) is an online series designed for those with little or no pension trustee knowledge.
Our expert panel will talk you through the essentials of the role. From outlining the best practice approach to managing conflicts of interest and a risk register.
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 trusteeship generally.
-
Fees
£35 (+VAT) per session/£350 (+VAT) all sessions for members
£45 (+VAT) per session/£550 (+VAT) all sessions for non-members -
10
speakers -
Online
BrightTALK -
5 hours
of CPD
Event Details
THE BASICS
Topics of discussion:
- The role of Secretary to the Trustees
- Managing conflicts
- Meeting management
- Regular annual activities
- Preparing and monitoring an effective risk register
- Effective complaint handling
- Effective minute writing
- Working effectively with the Chair of the Trustee
- Trustee effectiveness
- Data security
Who should attend:
Secretary to pension trustees new to the role
The venue
Agenda
Starting 10 October until 12 October
10 October | 10:00 - 10:30
The role of Secretary to the Trustees - best practice approaches
Angela Sharma
Taylor Wessing
Senior Professional Support Lawyer
- Effective pre and post-meeting preparation requirements
- Organising the meeting
- Drafting an effective agenda
- Drafting the minutes and dealing with actions
10 October | 12:00 - 12:30
Managing conflicts of interest
Sukhdip Singh
Zedra
Trustee Executive & Audit & Risk Lead
- Identifying actual and potential conflicts
- Developing procedures
- Maintaining appropriate records
10 October | 14:00 - 14:30
Meeting management
Ashley Temple
Barnett Waddingham
Pension Management Consultant
- Teleconferencing
- Paperless approach to document distribution
- Identifying constraints
10 October | 16:00 - 16:30
Regular annual activities
Alex Lane
Eversheds Sutherland
Senior Associate - Employment, Labor & Pensions
- Annual timetables and reporting
- Managing scheme documentation
- Managing budgets and business plans
- Triennial submission of a declaration of compliance
- New statutory duties concerning DC schemes
11 October | 10:00 - 10:30
Preparing and monitoring an effective risk register
Fiona Kilpatrick
Zedra
Senior Trustee Executive
- Identifying key risks
- Assessing the potential impact on the scheme
- Implementing effective controls
- Ongoing review
11 October | 12:00 - 12:30
Effective complaint handling
Temi Osho
PwC
Senior Manager, Trustee Services
- Maintenance of procedure
- Compliance with deadlines
- Relations with TPAS/The Pensions Ombudsman
11 October | 14:00 - 14:30
Effective minute writing
Lucy Bennett
Sackers
Associate
- Accurate recording
- An appropriate degree of detail
- Clear action points
- Timely distribution
12 October | 10:00 - 10:30
Working effectively with the Chair of the Trustee
12 October | 12:00 - 12:30
Trustee effectiveness
Lauren Branney
Hymans Robertson
Actuarial Trainee Consultant
- Training needs analysis
- Maintaining a training log
- Types of training
12 October | 14:00 - 14:30
Data security
Tara Lilley
CMS
Senior Associate
- How to keep your data secure
- What steps do you need to take to ensure you remain compliant?
