Trusteeship – part 2: the practice

Coronavirus: An update on changes to our TRAINING And Education  programme

July 2020. As the coronavirus situation continues, the PLSA is taking measures to protect the health and wellbeing of our staff, members and stakeholders and, we hope, to help reduce the impact on the NHS. Trusteeship part 1: The Theory will be online from 21 September 2020. Trusteeship part 2: the practice and Trusteeship part 3: the expert, remain postponed until 2021. We have contacted those who have booked places to rearrange. We are working with our training and education partners to ensure we can continue to deliver high-quality training and education throughout the year. 


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 role.

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

10 JUN 2020     - cancelled

22 OCT 2020    - CANCELLED

17 NOV 2020    - CANCELLED

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


Great to put into theory and practice.
Linda Painter, AHC.

Engaging exercises and discussion.
Mark Willis, Family Building Society.

Great mix of group work and information.
Melanie Newbould, BASF.

Excellent content – expertly presented by three true subject matter experts.
Tim Culling, Zurich Financial Services (UKISA).

I like the open attitude and easy discussion with good participation.
David Elliott, Selfridges Retail.

Key info


course timings

10:00 - 16:00
Registration 09:45

Location

PLSA, 24 Chiswell Street
London EC1Y 4TY

Fees 

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

Fee includes lunch and refreshments

CPD

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

Casual