Trusteeship – part 2: the practice

Various dates | PLSA, London

trusteeship – Part 2: the practice

"Put the theory into practice and learn how to be an effective pension scheme trustee"

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

HOW THE DIGITAL TRUSTEESHIP PART 2 SESSION  WORKS

The PLSA’s digital part 2 trustee training course will offer everything you have come to expect from our face-to-face sessions, just with a digital twist. Anyone can join a digital training session – from any location, wherever that might be.

  • Our digital course is run through the video communication platform Zoom over two mornings and allows for plenty of breaks. One week before the course you’ll receive joining instructions which will include a zoom link to access the sessions.
  • The course is interactive, with attendees expected to have their cameras turned on, and will include thought provoking group discussions and case studies, breakout sessions and polls, as well as the opportunity to ask questions to our experienced speakers. 
  • After the course you will receive a workbook which includes useful and comprehensive notes from the course.

meet the trainers

Philippa Connaughton

Partner, Sackers

Carolyn Saunders

Partner, Head of Pensions & Long-Term Savings, Pinsent Masons

Book now 16 - 17 Mar

Book now 25 - 26 May

Book now 19 - 20 Oct

Please read the terms and conditions of registration applicable to this course prior to booking. 


For more information about this course please contact Nikolina Hudi:

020 7601 1710  |  [email protected]

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

First day: 09:30–12:45
Second day: 09:30–12:30

Location

Online training

Fees

Members: £468 + VAT (online)
Non-members: £832.50 + VAT (online)

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.