Secretary to the Trustee (Advanced) 2021 | Pensions Management Institute (PMI) | 19 October 2021 | Virtual Event
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Tue Oct 19 +01 - Fri Oct 22 +01 (about 3 years ago)
In your timezone (EST): Tue Oct 19 5:00am - Fri Oct 22 9:30am |
| Location | Virtual Event |
| Region | All |
Details
This event is an online series designed for those who have some understanding of pensions and trusteeship but need to improve their knowledge to a more advanced level than our Introduction to Secretary to the Trustee workshop.
Our expert panel will talk you through the advanced requirements of the role. From outlining employer covenant to DB scheme journey planning and managing advisers.
We'll share our insights and help you work effectively, as well as answer any questions you have about the pension industry and wider trusteeship.
Topics of discussion:
• How to support the trustees in dealing with cases going to the Ombudsman
• TPR intervention and one-to-one supervision
• Employment covenant
• Managing advisers
• Trustee training
• DB scheme journey planning
• DC Governance
• How public sector boards work
Speakers
2021 Speakers
Richard E Farr
Managing Director, Lincoln Pensions
Charlotte Cartwright
Legal Director, Eversheds Sutherland (Pensions)
Peter Spain
Head of Pensions, Cabinet Office
Maurice Speer
Principal Risk Transfer, Mercer
Manpreet Sohal
Trustee Director, Ross Trustees
Mairi Dearden
Head of Engagement, The Pensions Ombudsman
Greig McGuinness
Accredited Professional Trustee, Dalriada Trustees
Andy Nichols
Consultant, Aon
TBC
The Pensions Regulator