PMI Crest
PMI
Secretary to the Trustee (Introduction)

Secretary to the Trustee (Introduction)

27 September 2021 | 01 October 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.

  • icon

    Fees

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

    Online

    Zoom
  • icon

    Fees

    All sessions members £300.00 (+VAT)
    non-members £500.00 (+VAT)
  • icon

    5 hours

    of CPD
  • icon

    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 27 September until 01 October

27 September | 01 October
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 

27 September | 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

27 September | 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

28 September | 10:00 – 10:30
Meeting management
TBC
TBC
Barnett Waddingham
  • Teleconferencing
  • Paperless approach to document distribution
  • Identifying constraints

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

28 September | 14:00 – 14:30
Regular annual activities
Alex Lane
Alex Lane
Eversheds Sutherland
Senior Associate
  • 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

29 September | 10:00 – 10:30
Preparing and monitoring an effective risk register
Roshni Hainsworth, FIA
Roshni Hainsworth, FIA
Mercer
UK Governance Leader, Principal
  • 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

29 September | 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

30 September | 10:00 – 10:30
Effective minute writing
Lucy Bennett
Lucy Bennett
Sackers
Associate
  • Accurate recording
  • Appropriate degree of detail
  • Clear action points
  • Timely distribution

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

30 September | 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

01 October | 10:00 – 10:30
Trustee effectiveness
Emma Foster
Emma Foster
Hymans Robertson
Actuary
  • Training needs analysis
  • Maintaining a training log
  • Types of training

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

01 October | 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 a number of clients. Manjinder also carries out advisor reviews, with a specialism in legal advisor reviews.

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.

Lucy Bennett
Lucy Bennett
Sackers
- Associate

Lucy advises trustees, sponsoring employers and others on a wide range of pensions issues affecting their DB and DC pension arrangements.

Her recent experience includes dealing with day-to-day scheme governance queries, assisting with member transfer requests, reviewing member communications and providing advice in relation to MND queries. Lucy also has experience of drafting various pension scheme documentation, providing advice on data protection compliance and advising on pensions issues arising from corporate transactions.

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.

Mark Jenkins
Mark Jenkins
CMS
- Partner
Roshni Hainsworth, FIA
Roshni Hainsworth, FIA
Mercer
- UK Governance Leader, Principal

Roshni Hainsworth is Mercer’s UK Governance Leader and has collaborated with trustees for fourteen years on effectiveness, training and good governance. Her current areas of focus include forensic integrated risk management, diversity and inclusion on boards, digitally-enabled approaches to good governance and 21st century trusteeship.

Alex Lane
Alex Lane
Eversheds Sutherland
- Senior Associate

Alex is a Senior Associate at an international law firm, Eversheds Sutherland (International) LLP, and has specialised in pensions law for five years.

 Alex enjoys a broad practice and works with trustee and employer clients across a variety of sectors. He advises a number of trustee boards on day-to-day legal issues and also conducts a range of large-scale specialist legal projects such as liability management exercises, disputes, and scheme restructuring activity. Alex’s recent experience includes advising on a protracted scheme valuation process, assisting the sponsor of a large Defined Benefit scheme with an investigation by the Pensions Regulator, and on several scheme closures.

Alex also has a particular interest in pensions disputes, and has built a good base of experience in this area across a range of forums. His recent experience includes advising various clients on member complaints, and subsequent disputes before the Pensions Ombudsman, advising on two successful claims for rectification in the High Court, and advising a global brand on an on-going claim for rectification, and a claim for professional negligence.

Alex is a regular speaker at client training events, and the firm's international pensions conference. He has also previously spoken at the Local Government Pensions Manager Conference, and the Pensions Management Institute's annual conference. Alex is also an associate member of the Association of Pensions Lawyers, a committee member of the PLSA junior access committee, and a committee member for the Midlands branch of the Pensions Management Institute

Emma Foster
Emma Foster
Hymans Robertson
- Actuary