Purpose:

To introduce new and potential trustees to key aspects of pension scheme trusteeship

Audience:

Individuals considering becoming a trustee of a workplace pension scheme or anyone who has just been appointed a trustee i.e. less than 12 months experience

This 1 day course provides an introduction to the role of a pension scheme trustee. Building on the basic information offered in Understanding UK Pensions and Introduction to Investements, you will find out more about what is expected from trustees and how to exhibit good scheme governance. New to pension scheme trusteeship?  This course is for you.

After this workshop attendees will be able to

• List the main pension trustee duties, responsibilities and powers and to explain how trustees aim to protect themselves against legal challenge.
• Classify the main advisers trustees normally use and identify the nature of advice each category of adviser provides.
• Inform others what actions trustees must take to execute the trustee responsibility of collecting pension contributions.
• Explain to others how workplace pension schemes are financed and how they value their assets and liabilities.
• List key issues for pension scheme trustees to consider when taking decisions about the investment of pension scheme assets.
• Name key actions pension scheme trustees should carry out they if they wish to exhibit good governance in their pension scheme.

Other training: