Wednesday 25 - Thursday 26 March 2009
2 day course
London
Course overview: This course addressed the knowledge and understanding requirements. In addition to a certificate of attendance, course participants were encouraged to take our online examination, which upon successful completion produced a further certificate.
Accompanying the course was a complimentary copy of the TPMA Pension Trustee Guide, a comprehensive 295 page supporting book written in a form that is easy to understand.
The course covered the following syllabus:
- Pension schemes
- Pension schemes – the regulatory framework
- Trust law and trustees
- Taxation and pensions
- New trustees – relevant scheme documents
- Organisation and administration
- Disclosure of information and reporting to the regulator
- Investment
- Principles of investment
- The investment process
- Scheme funding
- The quality of the employer covenant
- Discharging scheme liabilities – transfers and winding up
