Secretary to the Trustee (Basic) 2021 | Pensions Management Institute (PMI) | 27 September 2021 | Online Event
Venue
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| Event Date |
Mon Sep 27 UTC - Fri Oct 1 UTC (about 3 years ago)
In your timezone (EST): Mon Sep 27 6:00am - Fri Oct 1 10:30am |
| Location | Online Event |
| Region | All |
Details
Secretary to the Trustee (Basic) is designed for those with little or no pension trustee knowledge.
The expert panel will talk you through the essentials of the role. From outlining the best practice approach to managing conflicts of interest and a risk register.
Will share insights and help you work effectively with the Chair and Board of trustees, as well as answer any questions you have about the pensions industry and trusteeship generally.
Topics of discussion:
• The role of Secretary to the Trustees - best practice approaches
• Managing conflicts
• Meeting management
• Regular annual activities
• Preparing and monitoring an effective risk register
• Effective minute writing
• Working effectively with the Chair of the Trustee
• Trustee effectiveness
• Data security
Who should attend:
• Secretary to pension trustees new to the role
Speakers
2021 Speakers:
Angela Sharma
Taylor Wessing, Senior Professional Support Lawyer
Manjinder Basi
Scheme Secretary, Inside Pensions
Temi Osho
Pi Partnership Group, Pensions Consultant
Lucy Bennett
Sackers, Associate
Beth Brown
Mayer Brown, Counsel
Mark Jenkins
CMS, Partner
Roshni Hainsworth, FIA
Mercer, UK Governance Leader, Principal
Alex Lane
Eversheds Sutherland, Senior Associate
Emma Foster
Hymans Robertson, Actuary
Owen McCrea
Barnett Waddingham, Senior Pension Management Consultant