Trustee training

Since, then the range of topics that trustees need to understand has become much wider, with new concepts such as integrated risk management, an ever greater choice of asset classes and investment approaches and additional governance considerations for trustees.

Punter Southall’s TKU courses are aimed primarily at new trustees (or those who would like a refresher) and will take trustees through the basics of the Pensions Regulator’s TKU scope guidance as well as providing an insight into some of the experiences and challenges that trustees are likely to face. The course will be interactive, with plenty of practical examples and opportunities for discussion and questions.

The course will cover:
  • Introduction to pension schemes: the parties involved in pension schemes and some of the legislative background to pensions.
  • Trusts and trusteeship: the roles and responsibilities of trustees and key trustee powers and discretions
  • Funding and valuations: the types of actuarial valuations and the Pensions Regulator’s expectations for funding pension schemes, including integrated risk management.
  • Introduction to investment: different asset classes, the risks and rewards associated with them and the key principles in setting an investment strategy.
  • Managing a pension scheme: preparing for a typical trustee meeting and key governance and whistleblowing requirements.
Price: £495+VAT To include all course materials, lunch and refreshments throughout the day.
The course is aimed at the trustees of defined benefit (DB) schemes, but will also touch on the key issues relating to defined contribution (DC) AVC funds for which many DB trustees will also be responsible. It is designed for new trustees and as a refresher for more experienced trustees. 
Punter Southall also offers other trustee training courses, including courses for the trustees of pure DC schemes as well as more detailed training on various aspects of scheme funding and investment. We can also offer training in our regional offices for those based at some distance from London. Please let us know if you would like more information on any of these options.
    Speak to us

    Speak direct to our specialists in this area
    Jane Beverley
    Principal, Head of Research
    Or call us on
    020 3327 5000