Trustee Training

TRUSTEE TRAINING

 


BECOMING A TRUSTEE - new

As part of our Breaking the Mirror Image campaign, the Academy is keen to promote greater diversity on trustee boards. In addition, scheme sponsors and trustee boards often find it difficult to encourage employees and former employees to put themselves forward for a trustee role. Becoming a trustee supports potential trustees and offers an insight into the trustee role. 

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INTRODUCTION TO TRUSTEESHIP PART 1 - THE THEORY

This course is the first of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. Learn the theory of pension scheme trusteeship, including what is expected from trustees and how to apply good scheme governance.

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INTRODUCTION TO TRUSTEESHIP PART 2 - THE PRACTICE

This course is the second of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. Put the theory of trusteeship learned in Part 1 into practice through workshop exercises and case studies. 

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Trustee effectiveness

Complementing our trustee training programmes the PLSA offers trustee effectiveness reviews in collaboration with KPMG. 

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INVESTMENT FOUNDATIONS CERTIFICATE

An exciting initiative for the Pensions and Lifetime Savings Academy, the Investment Foundations Certificate is a self-study learning programme offered in conjunction with CFA Institute.

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TRUSTEE LEARNING ZONE

At every major Pensions and Lifetime Savings Association  conference there is the opportunity for trustees to take part in the Trustee Learning Zone (TLZ), where topics and workshops on a range of issues are on offer. The next TLZ will be held at the Pensions and Lifetime Savings Association's Annual Conference and Exhibition 2018.

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TRUSTEE CONFERENCE

Join us on 6 December for our Trustee Conference, an exclusive one-day event designed for trustees to help you keep up-to-date on the latest changes affecting pensions and the growing complexity of the role of a trustee – all abilities catered for.  To register click here.  Full programme details will be available from September.

Open ONLY to non-professional and professional trustees the conference attracts around 200 people.  It is free to attend for member non-professional trustees.

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WEBINARS

The Academy offers webinars on a variety of subjects throughout the year. The next webinar is on Wednesday 5 September  – 'Transition, Transform, Transcend: Delivering Major Improvement Through Administration Changes'

This free webinar explores delivering transformative service improvement through administration transitions.

This teach-in is sponsored and delivered by Trafalgar House.


For more information please contact Anna Dixon:

 0207 601 1765 | anna.dixon@plsa.co.uk