Trustee training - Trustee knowledge and understanding (intensive) (June 2010)

Thursday 24 June 2010
1 day course
Cost: £750 + VAT
London

Suitable for: New and experienced trustees.

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

Cost: £750 + VAT

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