PMI Crest

Secretary to the Trustee

Secretary to the Trustees is an online series designed for those who have little to some understanding of pensions and trusteeship.

We select an expert panel that will talk through the requirements of the role. From outlining employer covenant DB scheme journey planning and managing advisers to best practice approach and managing conflicts of interest and a risk register.

We'll share our insights and help you work effectively, as well as answer any questions you have about the pension industry and wider trusteeship.

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
  • Employeer covenant
  • DB scheme journey planning
  • How to support the trustees in dealing with cases going to the Ombudsman
  • TPR intervention and one-to-one supervision
  • DC Governance
  • Managing advisers
  • Trustee training
  • How public sector boards work


To find out more and be the first to register for our next sessions please contact us here:

PMI Crest