Trusteeship – part 2: the practice

Various dates | PLSA, London

trusteeship – Part 2: the practice

"Put the theory into practice and learn how to be an effective pension scheme trustee"

With support and guidance from independent experts, trustees with some experience will take part in boardroom simulations to learn how to approach the issues they’ll face in their roles.

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

Philippa Connaughton

Partner, Sackers

Carolyn Saunders

Partner, Pinsent Masons

DATES

11 Jun 2019      BOOK NOW

20 Nov 2019   BOOK NOW

 

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


For more information about this course please contact Anna Dixon:

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


See also

Our Trustee Conference 2019 is an exclusive one-day event designed for trustees to help them keep up-to-date on the latest changes affecting pensions and the growing complexity of the role of a trustee.  Whether you are a non-professional or professional trustee, whether you are at the beginning of your trustee career or an experienced veteran, there will be something to suit your needs. 

Open ONLY to non-professional and professional trustees, the conference attracts around 200 people.  It is free to attend for professional and non-professional trustees who are PLSA members.

Key info


course timings

10:00 - 16:00
Registration 09:45

Location

PLSA, 24 Chiswell Street
London EC1Y 4TY

Fees

Members: £505 + VAT
Non-members: £898 + VAT
Fee includes lunch and refreshments
Credit/debit card payments only

CPD

This training qualifies for up to 15 hours per course CPD under the PMI CPD Scheme and may qualify for CPD hours under the schemes of other professional bodies.

dress code

Casual