Seminar: Pensions for new trustees

Tuesday 11 October 2016


This interactive seminar is aimed at trustees of DB, DC and hybrid schemes. Caroline Legg, Tom Jackman, Emma Martin, Ferdinand Lovett and Joe Riviere will use case studies to uncover exactly what you need to know as a 21st century trustee.

The first session is suitable for all trustees and will cover:

  • introduction, including brief summary of TKU requirements
  • trust and pensions law basics
  • discretions case study – death benefits
  • tax overview
  • The Pensions Regulator (TPR)
  • dealing with disputes.

The DB session will cover some topics specifically relevant to DB schemes including:

  • scheme funding and investment
  • PPF/scheme “end-game”.

The DC session will cover some topics specifically relevant to DC schemes including:

  • the changing  legal and regulatory environment
  • TPR’s new DC Code and guidance
  • retirement choices and member communications.

You will have the opportunity to ask questions and share your experiences with other trustees.

By attending this event you can claim 3.8 hours CPD under the PMI CPD scheme.

Register

to attend this seminar

Programme


9.00am Welcome, registration and breakfast

9.30am Introduction and general training session

11.00am Morning break

11.20am DB training session

12.30pm Lunch

1.30pm DC training session

2.40pm Further discussion, tea and coffee