Trustee and Scheme Management Training 2021

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Introductory Defined Benefit Trustee Training

This one-day course is designed for those new to trusteeship for DB pension schemes. It provides an open and interactive environment in which trustees can explore their role with their peers and leading members of the Willis Towers Watson team.

This course includes:

An introduction to trusteeship – covering the basics of:

  • What a trust is
  • Duties, powers and responsibilities of trustees
  • Member options
  • Scheme governance and management

An introduction to funding – covering the basics of:

  • How a DB pension scheme works
  • Actuarial valuations
  • Interaction with the Pensions Regulator and the Pension Protection Fund

 An introduction to investment matters – covering the basics of:

  • The trustee’s role in investments for DB schemes
  • Types of assets
  • Setting investment strategy
  • De-risking and liability management

 


 

Who should attend?

This course is suitable for new DB scheme trustees (or those new to working with trustees) seeking a basic overview of pensions and a solid grounding in the principles of trusteeship.

Course Fees

The cost of this full-day course is £450 + VAT (including breakfast and lunch) where held in person, or £300 + VAT where held online.

 


Event Information

Sessions
February - Online Sessions
Part 1: Tuesday, 2 February 2021, 09:30 - 12:00
Part 2: Thursday, 4 February 2021, 09:30 - 12:00

April - Online Sessions
Part 1: Wednesday, 21 April 2021, 09:30 - 12:00
Part 2: Wednesday, 21 April 2021, 14:00 - 16:30

May - Online Sessions
Part 1: Thursday, 13 May 2021, 09:30 - 12:00
Part 2: Thursday, 13 May 2021, 14:00 - 16:30

September - Online Session
Thursday, 16 September 2021, London, 09:30 - 16:00

November - Online Session
Wednesday, 10 November 2021, London, 09:30 - 16:00

Contact
Helena Jackson
+44 20 7170 2722
trustee.training@willistowerswatson.com

Terms and conditions

 

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