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Secretary to the Trustee (Basic)

Secretary to the Trustee (Basic)

10 October 2022 | 12 October 2022

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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.

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    Fees

    £35 (+VAT) per session/£350 (+VAT) all sessions for members
    £45 (+VAT) per session/£550 (+VAT) all sessions for non-members
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    10

    speakers
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    Online

    BrightTALK
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    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
Event Venue Zoom

Agenda

Starting 10 October until 12 October

10 October | 10:00
The role of Secretary to the Trustees - best practice approaches
Angela Sharma
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

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10 October | 12:00
Managing conflicts of interest
Manjinder Basi
Manjinder Basi
Zedra
Director of Trustee Executive Services
  • Identifying actual and potential conflicts
  • Developing procedures
  • Maintaining appropriate records

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10 October | 14:00
Meeting management
  • Teleconferencing
  • Paperless approach to document distribution
  • Identifying constraints

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10 October | 16:00
Regular annual activities
Alex Lane
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

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11 October | 10:00
Preparing and monitoring an effective risk register
  • Identifying key risks
  • Assessing the potential impact on the scheme
  • Implementing effective controls
  • Ongoing review

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11 October | 12:00
Effective complaint handling
  • Maintenance of procedure
  • Compliance with deadlines
  • Relations with TPAS/The Pensions Ombudsman

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11 October | 14:00
Effective minute writing
Lucy Bennett
Lucy Bennett
Sackers
Associate
  • Accurate recording
  • An appropriate degree of detail
  • Clear action points
  • Timely distribution

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12 October | 10:00
Working effectively with the Chair of the Trustee
Beth Brown
Beth Brown
DAC Beachcroft LLP
Partner, Head of Pensions
  • Management information
  • Documentation management
  • Monitoring action points

BOOK SESSION

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12 October | 12:00
Trustee effectiveness
  • Training needs analysis
  • Maintaining a training log
  • Types of training

BOOK SESSION

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12 October | 14:00
Data security
Tara Lilley
CMS
  • How to keep your data secure
  • What steps do you need to take to ensure you remain compliant?

BOOK SESSION

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