trm - Trustee Risk Management Ltd

trm / DWP regional half day seminars

Trustee “knowledge and understanding”

The Challenge
The Pensions Act 2004 imposes a duty upon trustees and directors of trustee companies to be conversant with their own scheme documents and to have “knowledge and understanding” of funding and investment principles. In addition, trustees and trustee directors must also have knowledge and understanding of the law relating to pensions and trusts.

Codes of Practice are being issued to give practical guidance on the levels of knowledge, training, experience and qualifications that trustees will be required to attain.

The Solution
trustee risk management is holding a series of interactive trustee workshops in conjunction with The Pensions Regulator to assist “knowledge and understanding” in the new regulatory/legislative environment.

The Programme:

9:00		Registration & Coffee
9:30	1.	Welcome and Introduction Jonathan Bull - trm/opdu
	2.	The New Regulatory Approach - Implications for Trustees Katharine Musto - The Pensions Regulator
	3.	Legal implications for Trustees Carole Smith -Sacker & Partners
	4.	The importance of Controlling Standards of Administration and the Quality of Data Guy Ridley - Independent Transition Management Ltd
	5.	Risk Management for Trustees - in perspective Brian Holden MBE - trm Advisory Service
		Buffet Lunch
	6.	Importance of trustees understanding the strength of the employer’s covenant in view of the debt-like nature of a pension scheme deficit Jim MacLachlan - Standard & Poor’s
	7.	Ensuring the Investment Committee is properly resourced: Christopher Edge - EPIC Investment Consulting
	8.	Panel Discussion
16:45		Close

These workshops provide an opportunity for trustees and pension managers
to develop practical measures for compliance. Comprehensive handouts,
including trm’s risk management model for trustees, will be available.

Please complete this form if you would like to attend, or alternatively use the contact details below, asking for Lisa Howard.

All workshops will take place at:

International House
26 Creechurch Lane,
London EC3A 5BA

Fees per person:

opdu members - £300
non members multiple bookings - £320
non members single booking - £350

Preferred Date: (please select)
Attendee type & number:	X = £
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Representing:

Read more about Trustee "Knowledge and Understanding".

Telephone: 020 7204 2530
Fax: 020 7204 2477
Email: enquiries@opdu.com


	DOWNLOAD THE TRUSTEE CODE OF PRACTICE (321kb PDF file) Also see: Risk Management for Trustees by Brian Holden MBE New trm Service to Assist Trustees in Pension Scheme Risk Management by Jonathan Bull