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?

1 day, 10:00-16:00

Booking for 2018 opening soon

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 on 020 7601 1765 or email:  anna.dixon@plsa.co.uk