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 you will face in your 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, Head of Pensions & Long-Term Savings, Pinsent Masons

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


For more information about this course please contact Mollie Mayo:

020 7601 1716   |  [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

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 may qualify for CPD hours under your CPD scheme.

DRESS CODE

Casual