Trusteeship – part 1: the theory

Various dates | PLSA, London

Trusteeship – Part 1: the theory

"Learn how pension schemes work, how to be a trustee, and good scheme governance"

Our expert trainers take trustees with less than 12 months’ experience, including no experience at all, through how pension schemes work, what is expected of them and how to apply good scheme governance. 

This course is aimed mainly at DB trustees, but certain parts of the course apply to DC schemes too.

you'll learn about

  • Pension trustee duties, responsibilities and powers
  • How trustees protect themselves against legal challenge
  • Types of advisers and advice
  • How workplace pension schemes are financed and how they value their assets and liabilities
  • Investment strategies
  • Accountability and communication
  • Good pension scheme governance

meet the trainers

Terry Ritchie

Development Director, Pinsent Masons Pension Services

Steven Keller

FIA, Principal Consultant, Aon Hewitt

Baldeep Singh

Partner, Financial Services - Pensions Assurance, EY

Stewart Murphy

Associate, Pinsent Masons


06 Nov 2019   BOOK NOW

12 FEB 2020     BOOK NOW

5 MAY 2020      BOOK NOW

15 SEP 2020     BOOK NOW

7 OCT 2020      BOOK NOW

4 NOV 2020     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  |

Well managed, balanced breadth of depth of content.
Martin Eldridge, Parker Hannifin Manufacturing.

Thorough range of topics. Opened my eyes to more areas I need to learn about.
David Naylor, ScottishPower.

Very informative, delivered in a relaxed manner.
Thomas Jamieson, Babcock International Group.

All excellent speakers – clear and easy to understand made dry material accessible and engaging.
Katherine Harvey, Crédit Agricole CIB Trustees.

Key info

course timings

09:30 - 16:00
Registration 09:00


PLSA, 24 Chiswell Street
London EC1Y 4TY



Members: £505 + VAT
Non-members: £898 + VAT


Members: £520 + VAT
Non-members: £925 + VAT

Fee includes lunch and refreshments
Credit/debit card payments only


This training qualifies for up to 5 hours per course CPD under the PMI CPD Scheme and may qualify for CPD hours under the schemes of other professional bodies.

dress code



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.