Pensions and Lifetime Savings Association > Pre-event > Pre-course > Introduction to trusteeship Part 1 The theory > Programme

PROGRAMME

 

09:45 - 10:00  Registration
10:00 - 11:15

Trusts
Trustee duties, powers and discretions
Appointment of advisers
Trustee protection

11:15 - 11:30

Refreshment break

11:30 - 13:00

financing 
actuarial calculations and assumptions

13:00 - 13:30  Lunch

 13:30 - 14:30

Governance

Appointing and monitoring advisers

Internal controls & SCAMS

Investment responsibilities and strategy

Communication

14:30 - 14:45

REFRESHMENT BREAK
14:45 - 16:00

Financial reporting

Administration

Accountability

Reporting to the Regulators