Trusteeship - Part 2: The practice

With support and guidance from independent experts, trustees with some experience will take part in boardroom simulations to learn how to approach the issues you will face in your role.

This course is aimed at those familiar with the basic principles of trusteeship. We recommend you take the part 1 course first. 

you'll practise

• The protocol and mechanics of decision making, including exercising discretions
• Decisions about investments
• Managing delegates and advisers
• Trustee communications 
• Getting it wrong, IDRP and the Pensions Ombudsman
• Conflicts of interest
• Maintaining a good relationship with the employer
• Governance

meet the trainers

2024 Course dates

Book now 2 July

Book now 5 November

Please read the terms and conditions of registration applicable to this course prior to booking. 

For more information about this course please contact Hollie Webb:

020 7601 1728  |  [email protected]

Great to put into theory and practice.
Linda Painter, AHC.

Engaging exercises and discussion.
Mark Willis, Family Building Society.

Great mix of group work and information.
Melanie Newbould, BASF.

Excellent content – expertly presented by three true subject matter experts.
Tim Culling, Zurich Financial Services (UKISA).

I like the open attitude and easy discussion with good participation.
David Elliott, Selfridges Retail.