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Trustee training: Pensions for new trustees

Tuesday 10 October 2017


This event is now full. We will be hosting more sessions in the new year.

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

Georgina Jones

+ 44 (0)20 7615 9596

Emma Martin

+ 44 (0)20 7615 9574

Programme


9.00am Welcome, registration and breakfast
9.30am  General and DB session
12.45pm Lunch
1.45pm DC session
3.30pm Finish with refreshments and further discussion