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Secretary to the Trustee (Introduction)

Secretary to the Trustee (Introduction)

17 May 2021 | 21 May 2021
Members £30/Non-members £50 (+VAT) per session

Secretary to the Trustee (Introduction)

Secretary to the Trustee (Introduction) 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

    Members £30.00 (+VAT)
    Non-members £50.00 (+VAT) per session
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    Online

    Zoom
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    Fees

    All sessions members £300.00 (+VAT)
    non-members £500.00 (+VTA)
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    5 hours

    of CPD
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    10

    speakers

Event Details

THE BASICS

Topics of discussion:
  • The role of Secretary to the Trustees - best practice approaches 
  • Managing conflicts
  • Meeting management
  • Regular annual activities
  • Preparing and monitoring an effective risk register
  • 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 17 May until 21 May

17 May | 21 May
Secretary to the Trustee (Introduction)
  • The role of Secretary to the Trustees - best practice approaches
  • Managing conflicts of interest
  • 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

Members £300.00 (+VAT)/Non-members £500.00 (+VAT) | BOOK FOR ALL SESSIONS 

17 May | 10:00 – 10:30
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
  • Drafting the minutes and dealing with actions

Members £30.00 (+VAT)/Non-members £50.00 (+ VAT) | BOOK NOW

17 May | 14:00 – 14:30
Managing conflicts of interest
Manjinder Basi
Manjinder Basi
Inside Pensions
Scheme Secretary
  • Identifying actual and potential conflicts
  • Developing procedures
  • Maintaining appropriate records

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

18 May | 10:00 – 10:30
Meeting management
Luke Williams
Luke Williams
Barnett Waddingham
Pension Management Consultant
  • Teleconferencing
  • Paperless approach to document distribution
  • Identifying constraints

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

18 May | 14:00 – 14:30
Regular annual activities
TBC
TBC
  • Annual timetables and reporting
  • Managing scheme documentation
  • Managing budgets and business plans
  • Triennial submission of declaration of compliance
  • New statutory duties concerning DC schemes

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

19 May | 10:00 – 10:30
Preparing and monitoring an effective risk register
TBC
TBC
Mercer
  • Identifying key risks
  • Assessing the potential impact on the scheme
  • Implementing effective controls
  • Ongoing review

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK

19 May | 14:00 – 14:30
Effective complaint handling
Temi Osho
Temi Osho
Pi Partnership Group
Pension Consultant
  • Maintenance of procedure
  • Compliance with deadlines
  • Relations with TPAS/The Pensions Ombudsman

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

20 May | 10:00 – 10:30
Effective minute writing
Sarah Khorshidchhehr
Sarah Khorshidchhehr
Sackers
Senior Associate
  • Accurate recording
  • Appropriate degree of detail
  • Clear action points
  • Timely distribution

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

20 May | 14:00 – 14:30
Working effectively with the Chair of the Trustee
Beth Brown
Beth Brown
Mayer Brown
Counsel
  • Management information
  • Documentation management
  • Monitoring action points

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

21 May | 10:00 – 10:30
Trustee effectiveness
TBC
TBC
  • Training needs analysis
  • Maintaining a training log
  • Types of training

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW

21 May | 14:00 – 14:30
Data security
Mark Jenkins
Mark Jenkins
CMS
Partner
  • How to keep your data secure
  • What steps you need to take to ensure you remain compliant?

Members £30.00 (+VAT)/Non-members £50.00 (+VAT) | BOOK NOW 

Speakers

Hear from the experts

Angela Sharma
Angela Sharma
Taylor Wessing
- Senior Professional Support Lawyer

Angela is a senior professional support lawyer within the Employment, Pensions and Mobility team at Taylor Wessing LLP, specialising in pensions law.

Angela has almost 20 years of experience in pensions and has advised trustees and employers on various matters including corporate transactions, duties in relation to pension schemes, compliance, scheme documentation, automatic enrolment and scheme data issues (including data protection).

She has also previously been part of an independent trustee team, managing FAS qualifying and other pension schemes, which has included project management and involvement in many of the practical aspects of scheme administration.

Angela is a full member of the Association of Pension Lawyers and a committee member of the PLSA Central London Group.  She has also had various speaking engagements on a variety of topics, and writes regularly for the Taylor Wessing client publications.

Manjinder Basi
Manjinder Basi
Scheme Secretary
- Inside Pensions

Manjinder qualified as a Pensions Lawyer in 2006 and advised both employers and trustees on a broad range of pensions matters.  Manjinder was also a Trusteeship Officer for three independent trustee companies. 

Manjinder joined Inside Pensions in April 2016 and provides secretariat and pensions manager services on a range of matters to three clients.

Temi Osho
Temi Osho
Pi Partnership Group
- Pensions Consultant

Temi is a Pension Consultant focusing on secretariat and governance services alongside providing client relationship management as well as supporting trustee and corporate client special projects.

Temi started her career in pension administration over 20 years ago working in a consulting environment.  She has significant experience in providing day to day administration services to clients of varying sizes and uses her overall wider experience to support trustees in bespoke projects.

Temi is responsible for delivering pension secretarial and governance services to a variety of schemes and providing support to her clients’ trustee boards.  As trustee secretary, she supports her trustee boards to efficiently and effectively discharge their duties and meet their governance responsibilities.  She helps her trustee boards to make effective decisions by ensuring they have the right information at the right time and then ensuring that those decisions are properly implemented in a timely manner.  She is able to achieve this by applying her broad technical knowledge, practical experience and by working closely with her clients to understand their needs.

Sarah Khorshdchehr
Sarah Khorshdchehr
Sackers
- Senior Associate

Sarah is a legal adviser at pension specialist law firm Sacker & Partners LLP.

Sarah advises trustees and managers of pension schemes on a wide range of pensions issues including interpretation of scheme documentation, drafting and consolidating scheme rules, advising on scheme administration issues, reviewing and drafting member communications and advising on compliance with legislative requirements.  Sarah also advises trustees about discretionary decision making and dealing with member complaints and enquiries as they arise.

Sarah has recently worked on a number of projects involving complex benefit design changes and documentation of new benefit provisions.

Beth Brown
Beth Brown
Mayer Brown
- Counsel

Beth Brown is a Counsel in Mayer Brown’s London Pensions Group. She advises clients on all aspects of pension law and practice, with particular focus on the insolvency, finance and governance aspects of pensions. She has undertaken secondments to the Pension Protection Fund and AstraZeneca PLC, London.  Her work has included advising trustees on employer insolvencies and transition to the Pension Protection Fund, High Court litigation and an innovative £1.6 billion buy in as well as day to day scheme matters. She chairs the PMI’s Award in Pensions Trusteeship Committee and is a member of the PMI’s Certificate in DC Governance Committee.

Luke Williams
Luke Williams
Barnett Waddingham
- Senior Pension Management Consultant

Luke is a Senior Pension Management Consultant at Barnett Waddingham with over 10 years’ experience in pensions. He started his career as an administrator, working on all aspects of both Defined Benefit and Defined Contribution schemes. Luke has since moved into a Consultancy based role and now works with clients providing Scheme Secretarial and Governance services, Relationship Management and Project Management services. He is PRINCE2 Practitioner qualified. Luke also has experience in areas such as Business Development and Marketing.

Mark Jenkins
Mark Jenkins
CMS
- Partner