Sole Trustee – Friend or Foe?
Webinar by Pi Partnership
It is a truth increasingly acknowledged that a pension scheme in need of good governance is in want of a professional trustee. However, have the governance benefits of a move to a sole trustee model started to be outweighed by the potential conflicts from a consolidated trustee industry?
As governance specialist and professional trustees, Pi Partnership will be considering the benefits and drawbacks of the various trustee models.
-
Fees
free for members and non-members -
3
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- The benefits of professionalism in trusteeship
- The risks of consolidation of the trustee market
- Delivering challenge from differing perspectives
- Demonstrating a decision-making audit trial
- Managing conflicts of interest
- Where next for trusteeship in the changing pensions landscape?
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
With a background as an actuary and an investment consultant, Darren has worked in the pensions industry for almost 30 years. One of the founding owners of Align Pensions, and experience as both a Chair of Trustees and a Sole Trustee, Darren has overseen a variety of complex employer negotiations as well as being involved in the transition between different trustee governance frameworks. He will be looking at the challenges of the current models, and how the extension of TPRs oversight to professional trustee firms will influence developments in this market.
With a background in in-house pensions management, and subsequently providing specialist governance services at Pi, Nav has supported a number of large trustee boards and helped manage the relationship between trustee and sponsor. A member of the Pensions Management Institute and a certified Prince2 Practitioner, Nav will be considering the value that is added from the role of the member-nominated trustee and how challenges provided by diverse perspectives and backgrounds brings rigour to decision-making
With a background in corporate finance, Donald has over 25 years’ experience in the financial industry and has worked with both sole trustees and trustee boards in an advisory capacity. Having recently moved into the role of professional trustee, Donald will be sharing the adviser perspective of dealing with different trustee frameworks, the benefits and challenges, including the role of the adviser in providing diversity to the decision-making process.
Thank you to our insight partner Pi Partnership for your support
