Introduction to Trusteeship Part 2 - The Practice

Introduction to Trusteeship Part 2 - The Practice

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 into practice through workshop exercises and case studies. 


What you'll learn

  • 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

DATES AND fees

BOOK NOW - 11 JUNE 

BOOK NOW - 20 NOVEMBER


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 you keep up-to-date with the latest changes affecting pensions and the growing complexity of the role of a trustee – all abilities catered for. Date will be announced in the new year.

Open ONLY to non-professional and professional trustees the conference attracts around 200 people. It is free to attend for member non-professional trustees.