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 2017.

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TRUSTEE CONFERENCE

The next Trustee Conference, a must attend event for trustees, is on 6 December 2017.   

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WEBINARS

The Pensions and Lifetime Savings Academy offers educational webinars lasting up to 45 minutes throughout the year. The next webinar is on 23 January 2018. 

For more information please contact Anna Dixon:

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