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. As a live, interactive course, it brings to life the Pensions Regulator's Trustee Knowledge and Understanding requirements. 

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

Katie Ivens

Partner, Pinsent Masons

Stewart Murphy

Senior Associate, Pinsent Masons

Steven Keller

FIA, Principal Consultant, Aon Hewitt

Mike Webb

Actuary and Partner, Aon

Baldeep Singh

Partner, Financial Services - Pensions Assurance, EY

2024 Course dates

Book now 12 September


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

For more information about this course please contact Hollie Webb:

020 7601 1728  |  [email protected]

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


PLSA, 3rd floor, Queen Elizabeth House, 4 St Dunstan’s Hill, London, EC3R 8AD


Members: £650 + VAT
Non-members: £1,150 + VAT

Fee includes lunch and refreshments


This training may qualify for CPD hours under your CPD scheme