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Trustee training: What you need to know as a 21st century trustee

Wednesday 26 April 2017


Our free and interactive seminar is aimed at trustees of DB, DC and hybrid schemes. Caroline Legg, Tom Jackman and Emma Martin 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 topics specifically relevant to DB schemes including:

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

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

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

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

Speakers

Caroline Legg

+ 44 (0)20 7615 9001

Tom Jackman

+ 44 (0)20 7615 9548

Emma Martin

+ 44 (0)20 7615 9574

Programme


9.00am  Welcome, registration and breakfast
9.30am  Training begins
3.30pm  Training ends

Venue
Sackers Client Centre
6th Floor, 20 Gresham Street
London EC2V 7JE