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Trustee training: pensions for new trustees

Tuesday 9 October 2018


This session is now full.

Our free and interactive seminar is aimed at new trustees of DB, DC and hybrid schemes (as well as those who would like to refresh their knowledge).

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

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

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

Katy Harries

+ 44 (0)20 7615 9576

Joanna Smith

+ 44 (0)20 7615 9545

Emily Rowley

+44 (0)20 7615 9593

Programme


9.00am Welcome, registration and breakfast

9.30am General and DB session (there will be a mid-morning coffee break)

12.45pm Lunch

1.30pm DC session

3.30pm Finish with refreshments and further discussion

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