Trustee Training

Whether you are a trustee just starting out, looking to develop your skills or someone who works closely with pension scheme trustees and would like to get a better understanding of their role, these courses will meet your training needs.

We host Introductory and Focused trustee training courses in London and Sheffield, as well as the PMI Award training course, please see details of upcoming courses below.

Register here

Tue 31 Oct
Location: London
Register

Event Details

This course will provide trustees with an overview of:

  • their role as a trustee
  • the alternative pension benefit structures
  • the legal framework
  • investment and administration issues

We also highlight various areas where the powers granted to trustees, under their trust deed and rules, require them to exercise responsibilities and discretions.

Who should attend?

This one day course will be of great benefit to anyone who is relatively new to pension trusteeship, especially those appointed through the Member Nominated Trustee process. In addition, anyone who works closely with pension scheme trustees and would like to gain a better understanding of their role, may benefit from attending.

Course Dates

New dates to be announced soon - email trusteetraining@capita.co.uk to register your interest

Cost

£395+VAT
Course fees are payable following registration
10% discount available for groups (2 or more attendees from the same scheme)

 

Please contact trusteetraining@capita.co.uk or call 0207 709 4690 for any queries about Trustee Training.

Please send us an email if you are interested in registering for future sessions

This course will cover:

Day one:

• the nature of pension scheme liabilities and scheme funding
• the process of choosing the assumptions to be adopted for each valuation
• risk assessment and special situations
• establishing investment objectives and asset allocation strategy
• managing and monitoring investment risk

Day two:

• liability driven and alternative investments
• strategies for de-risking including:
-identifying the risks
-the impact of scheme benefit design and strategy
-risk reduction exercises
-expense management
-how to be ‘buy-out ready'

Course Dates

New dates to be announced soon - email trusteetraining@capita.co.uk to register your interest

Cost

£395+VAT
Course fees are payable following registration
10% discount available for groups (2 or more attendees from the same scheme)
You can choose to attend for one or both days of this two day course

 

 

Please contact trusteetraining@capita.co.uk or call 0207 709 4690 for any queries about Trustee Training.

Please send us an email if you are interested in registering for future sessions

The Pensions Management Institute (PMI) Award in Pension Trusteeship (Defined Benefit and defined Contribution) examination gives formal recognition of a trustee’s knowledge and understanding of pension fundamentals.
 
This two-day training course is aimed specifically at trustees (and others) who wish to sit the PMI Award examination and covers the full (Defined Benefit and Defined Contribution) syllabus including:

  • Unit 1 – Law and Pensions overview
  • Unit 2 – Investment and Funding issues
  • Unit 3 – Scheme Management issues

Knowledge is assessed by way of a multi-choice examination. To view the full syllabus please see www.pensions-pmi.org.uk

Please contact trusteetraining@capita.co.uk or call 0207 709 4690 for any queries about Trustee Training.

Next course date available 31st October & 1st November - click here to book on this course

65 Gresham Street, London, EC2V 7NQ

Hartshead House, 2 Cutlers Gate, Sheffield S4 7TL