Trustee training

Trustee training is essential for all occupational pension scheme trustees and forms an important part of helping trustees to comply with the trustee knowledge and understanding requirements in the Pensions Act 2004. The Act requires trustees to have a knowledge and understanding of the law relating to pensions, trusts, investment and funding and to be conversant with a variety of scheme documents. This course aims at providing pension scheme trustees with the basic understanding of pensions and trust law needed to satisfy that element of the knowledge and understanding requirement.

The CMS Cameron McKenna trustee training course is focused on pensions law and trusts but also deals with the basic principles in relation to investment and funding. It will be led by experienced lawyers from the pensions team. The course gives trustees practical advice on dealing with situations that commonly arise in trustees’ meetings through talks, discussion and interaction. Numbers are strictly limited to ensure full participation by delegates. A comprehensive pack of course material will be supplied.

Our course is suitable for recently appointed pension scheme trustees and those seeking refresher training.

The topics covered will include:

Basic legislative requirements
Role of the trustee and key trustee duties
Investment and funding
Scheme documentation
Management issues for trustees (including dealing with conflicts of interest)
Disputes and liabilities

The emphasis of the course is on final salary schemes but the majority of the issues covered (other than funding) are relevant to money purchase schemes as well.

In addition to our regular trustee training courses, we are also able to provide courses tailor made to the requirements of a particular scheme. Please contact Mark Grant on +44 (0)20 7367 2325 for more information about this service.

9.30am Registration
10.00am Course begins
4.00pm Course ends

How to register
The cost per delegate is £290 plus VAT (at 20% giving at total of £348). This includes refreshments (breakfast at registration, tea/coffee and lunch) and supporting delegate materials.

To reserve your place or for further information please contact Chisha Amaechi on +44 (0)20 7367 3331 or email chisha.amaechi@cms-cmck.com.