Virtual Event

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Event Date Tue Oct 19 +01 - Fri Oct 22 +01 (8 months ago)
In your timezone (EDT): Tue Oct 19 5:00am - Fri Oct 22 9:30am
Location Virtual Event
Region All

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


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

The Pensions Regulator