Secretary to the Trustee - The Pensions Management Institute

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Enhance your trusteeship and pension administration skills

This online series is tailored for individuals with varying levels of understanding in pensions and trusteeship.

You will learn from a panel of top experts in trusteeship who will guide you through the essential requirements of the role. Our approach to learning is interactive, ensuring you get all your questions answered.

The training cover topics from employer covenant and DB scheme journey planning to effective management of advisers, best practices, handling conflicts of interest, and maintaining a risk register.

We offer two workshops: one for building basic knowledge and one for a deeper, more advanced understanding.

Introduction to Pensions | Basic

Tailored for those new to pension trusteeship, this foundational course provides essential skills for the Secretary to the Trustee role. Experts will guide you through best practices, conflict management, and effective trustee communication, enhancing your skills to handle trustee responsibilities effectively.

Learn more here

Secretary to the Trustee | Advanced

Are you looking to enhance your understanding of complex pension schemes and regulatory requirements? This training is designed for individuals with foundational knowledge who want to deepen their expertise, such as pension professional or secretaries.

You will dive into advanced topics like employer covenant analysis, DB scheme planning, and trustee support strategies to elevate your skills in managing sophisticated trustee operations.

Learn more here

Query

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