Becoming a trustee

BECOMING A TRUSTEE

As part of the PLSA's BREAKING THE MIRROR IMAGE campaign promoting wider diversity and expertise on trustee boards, the PLSA Academy has developed Becoming a trustee for employees and past employees.

Becoming a trustee consists of two separate sessions:   

  • Session  1 -   How do I become a trustee?
  • Session  2 -  What does a trustee do?

The sessions are offered through our virtual training platform using an internet connection.
You will need video and audio access to do this training. If you work in an open plan office you may want to use head phones. 

WHAT IS becoming a trustee for ?

To provide an insight into the appointment and role of a trustee.

WHO IS IT FOR?

Becoming a trustee is for anyone who is interested in becoming a pension scheme trustee.  Employers and pension schemes keen to develop wider, more diverse participation on their trustee boards will find this course especially helpful to inform employees or past employees who may be selected for election to a trustee board.

TOPICS

Session  1 -  How do I become a trustee?

  • Creating your trustee CV
  • What may be involved in selection or election
  • Trustee appointments
  • How to present yourself as a suitable candidate

Session  2  - What does a trustee do?

  • Main duties, responsibilities and powers of a trustee
  • Trustee liability and protection
  • Decision making, delegation and discretion
  • Where to go to find out more 

WHAT WILL I LEARN?

After taking part in both sessions you will:

  • Recognise how to prepare for a pension scheme trustee appointment 
  • Be familiar with key features included in the processes for appointing pension scheme trustees
  • Be able to identify the main duties, responsibilities and powers of a pension scheme trustee
  • Be aware how pension scheme trustees protect themselves
  • Recognise the main factors involved in trustee decision making, delegation and exercising discretion  

VIRTUAL SESSION DATES AND TIMES 

2017 DATES

Session 1 - 13 November 2017 - 11:00 -12:00 

Session 2  - 29 November 2017 -14:00-15:00

Make sure you take a note of Session 2 for your diary.

2018 DATES

In 2018 sessions 1 & 2 are on the same day.

Session 1  - 11:00 -12:00
Session 2 - 14:00 -15:00  

19 FEBRUARY 2018

BOOK PLACES

17 APRIL 2018 

BOOK PLACES

30 MAY 2018

BOOK PLACES

11 SEPTEMBER 2018 

BOOK PLACES

 

23 OCTOBER 2018

BOOK PLACES

 

FEES

SESSIONS ARE FREE TO PLSA MEMBERS

NON MEMBERS - A single fee of  £200+VAT covers both sessions 1 & 2

For more information please contact Anna Dixon on:

 020 7601 1765 | anna.dixon@plsa.co.uk