Introduction to Trusteeship Part 1 - The Theory

Introduction to Trusteeship Part 1 - The Theory

WHAT IS THE COURSE FOR?

To explain the theory behind pension scheme trusteeship.

WHO IS IT FOR?

New trustees 

TOPICS

  • Trust Law duties, powers and responsibilities
  • Financing pension arrangements
  • Investment responsibilities
  • Trustee Accountability and communication
  • Governance practices

WHAT WILL I LEARN?

After attending the course you will be able to:

  • List the main pension trustee duties, responsibilities and powers and explain how trustees aim to protect themselves against legal challenge
  • Classify the main advisers trustees normally use and identify the nature of advice each category of adviser provides
  • Explain to others how workplace pension schemes are financed and how they value their assets and liabilities
  • List key issues for pension scheme trustees to consider when determining their investment strategy
  • Name key actions pension scheme trustees should carry out they if they wish to exhibit good governance in their pension scheme

WHAT ARE THE DATES AND TIMES?

WHAT ARE THE DATES AND TIMES?

1 day, 10:00-16:00

BOOK NOW 4 JULY 2018

BOOK NOW 19 SEPTEMBER 2018

BOOK NOW 11 OCTOBER 2018

BOOK NOW 20 NOVEMBER 2018


FEES

£488+VAT - PLSA member
£868+VAT - Non-member

Courses take place at the PLSA's London offices.

Click here for location details and nearby hotels.

For more information please contact Anna Dixon:

020 7601 1765  |  anna.dixon@plsa.co.uk