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Forthcoming events and seminars

Trust-based pension schemes: trustee and employer responsibilities

Who should attend

Newly appointed trustees, experienced trustees in need of an update, HR, finance and payroll professionals with pensions responsibilities, company directors will benefit from this Trust-based pension schemes training course.

Synopsis

Pension trustees are required by law to be familiar with pensions and trust law, scheme funding and investment principles and their scheme’s governing documentation. Directors, HR and finance professionals also need to know about the increasingly complex legal framework within which their company’s pension scheme operates. This course is designed to give those with responsibility for trust-based pension schemes the knowledge needed to run their schemes more effectively.

Programme

The different types of pension scheme

  • defined contribution (DC) and defined benefit (DB)
  • what have you promised
  • more than one scheme or sections

Nature of trusteeship

  • what are trusts?
  • the role and responsibilities of trustees
  • trustee knowledge and understanding: what trustees must know by law
  • trustee liability and forms of protection

Running a DB scheme

  • governance requirements
  • decision-making and conflicts of interest

Running a DC scheme

  • governance requirements
  • monitoring costs and charges

Regulatory framework

  • the Regulator’s role and powers
  • tax angles
  • member complaints: resolving dispute

Basics of funding, investment and contributions

  • statutory funding regime and actuarial valuations
  • fundamentals of investment for DB and DC

Download the full Trust-based pension schemes training course programme

Employees and mental health training

 

Cost: £499

All prices are exclusive of VAT

Group discount:

10% discount for delegate 2 and subsequent delegates.

Online payment discount: 5%

Select a date

12/03/2019
Manchester
09:30 - 16:30 (Local time)
Book this course
25/09/2019
London
09:30 - 16:30 (Local time)
Book this course

Annual training course brochure

You can open an interactive version of our training course brochure. Alternatively, register to receive regular course updates.