Mercer
Pensions Knowledge courses for trustees: Overview

Last updated: 2 January 2009

 

2009 COURSES
Overview
Basic module
Advanced modules
Tailor-made
Terms & conditions
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Places are limited so book early to avoid disappointment!

 

The Pensions Act 2004 has had a major influence on the role of trustees and on expectations of how they will manage occupational pension schemes. Trustees now have a statutory duty to know and understand the law relating to pensions and trusts, general funding and investment principles. They must also be conversant with their scheme documentation.

 

In the Pensions Regulator’s discussion paper on the governance of work-based pension schemes published in 2007, trustee education was confirmed as one of the Regulator’s key priorities. Our course programme is designed to help trustees meet the challenging demands that their role entails.

Course objectives

  • Provide you with the knowledge and understanding that you will require to undertake your role effectively

  • Help trustees meet their statutory duties under the Pensions Act 2004 and other legislation. The courses specifically cover the main areas set out in the Pensions Regulator’s Trustee Knowledge and Understanding scope guidance.

  • Enable you to learn by sharing experiences and interacting with fellow trustees, practitioners and experts.

Who should attend our courses?

Our courses are primarily aimed at trustees, but anyone wishing to gain knowledge or up-to-date information on current pensions issues may benefit from attending.

 

More Which course should I attend? 

 

 

 

 

Please note: We present our events for our clients, potential clients, and other interested parties, but we reserve the right to exclude employees of competitor firms. Please register for this event using your corporate e-mail address.

 


Issued in the United Kingdom by Mercer Limited which is authorised and regulated by the Financial Services Authority. Registered in England No. 984275. Registered Office: 1 Tower Place West, Tower Place, London, EC3R 5BU.

 

 


Event details

Pensions Knowledge - basic courses

 

£525 (+ VAT)

 

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Event details

Pensions Knowledge – advanced courses

 

  • DB Governance and plan management

  • DB Funding

  • DB Investment

  • DB Legal issues

  • DC Governance and plan management

  • DC Investment

£275 (+ VAT) per module

 

  • Chair of trustees

£325 (+ VAT)

 

 View dates & locations

 

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