Secretary to the Trustee

Secretary to the Trustee 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

Query

To find out more and be the first to register for our next sessions please contact us here: sales@pensions-pmi.org.uk