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Training Course
Available

Secretary to the Trustee | Advanced

Training

Build advanced knowledge and confidence in your secretary role by deepening your understanding of covenant, scheme strategy, adviser management, and the wider demands of trusteeship.

Event date
Location
Open to members & non-members
CPD
CPD: 4hrs
Book now

About  Advance your trustee secretariat expertise

Secretary to the Trustee (Advanced) is an online series designed for those who have some understanding of pensions and trusteeship but need to improve their knowledge to a more advanced level than our Introduction to Secretary to the Trustee workshop.

Our expert panel will talk you through the advanced requirements of the role. From outlining employer covenant to DB scheme journey planning and managing advisers.

We'll share our insights and help you work effectively, as well as answer any questions you have about the pension industry and wider trusteeship.

Why Attend

  • Deepen your technical expertise

    Enhance your understanding of employer covenant, DB scheme journey planning, and other advanced aspects of trusteeship.

  • Strengthen your adviser management skills

    Learn how to coordinate and challenge advisers effectively to support strong, well‑informed trustee decision‑making.

  • Expand your strategic insight

    Develop a clearer view of the long‑term aims, risks, and strategic considerations that shape trustee board discussions.

  • Build confidence through expert guidance

    Gain clarity on complex topics, ask questions freely, and refine your ability to operate confidently within the pension governance landscape.

Agenda

22 Oct

-

Employer covenant

  • What is employer covenant?
  • Why is it important?
  • TPR's views
Speakers
  • Emily Goodridge
    Company
    Marsh
    Job Title
    Partner
  • Richard E Farr
    Company
    Marsh
    Job Title
    Partner
-

DB scheme journey planning

  • Technical provisions and investment strategy implications
  • Setting a funding target
  • The role of contingent asset
  • Funding level monitoring and triggers
  • The role of a buy-in and buy-out
Speaker
  • Helen Ross-Smith
    Company
    Mercer
    Job Title
    Senior Principal
-

How to support the trustees in dealing with cases going to the Ombudsman

  • Background to who we are and what we do
  • An overview of the TPO customer journey
  • Top tips for supporting Ombudsman cases
  • How to Avoid the Ombudsman and other useful resources
Speaker
  • Kurt Sanger
    Company
    The Pensions Ombudsman
    Job Title
    Head of Resolution
-

The Pensions Regulator: an update

  • We will explore The Pensions Regulator’s new corporate strategy and the key priorities shaping its regulatory agenda in the years ahead.
  • Discuss the implications for pension schemes and trustees, including how TPR’s expectations of trustee knowledge, governance, decision-making and oversight continue to evolve.
  • Cover what boards should be doing to stay ahead of regulatory developments.

 

Speakers
  • Emelda Nicholroy
    Company
    The Pensions Regulator
    Job Title
    Regulatory Team Lead – Trusteeship, Governance and PSPS
  • Matthew Adams
    Company
    PMI
    Job Title
    Head of Media and PR

23 Oct

-

DC Governance

  • ESOG & internal controls
  • Charges, price and value
  • Risk management Investment governance
  • On the horizon
Speakers
  • Jen Green
    Company
    Eversheds Sutherland
    Job Title
    Partner
  • Lauren O'Connor
    Company
    Eversheds Sutherland
    Job Title
    Principal Associate
-

Managing advisers

  • ·       Budget management
  • Adviser review
  • Procurement exercises
Speaker
  • Martin Purvis
    Company
    Dalriada Trustees
    Job Title
    Trustee
-

Trustee training

  • Helping trustees to identify soft skills
  • When is required to take a formal assessment?
  • How the board can be effective
Speaker
  • Andy Nichols
    Company
    Aon
    Job Title
    Senior Consultant
-

How public sector boards work

  • Background and legal basis
  • Membership
  • Roles and responsibilities
Speaker
  • Alexander Bell
    Company
    Howden
    Job Title
    Trainee Consultant

Speakers

Emily Goodridge

Marsh

Partner

Emily Goodridge

Partner
Richard E Farr

Marsh

Partner

Richard E Farr

Partner
Helen Ross-Smith

Mercer

Senior Principal

Helen Ross-Smith

Senior Principal
Kurt Sanger

The Pensions Ombudsman

Head of Resolution

Kurt Sanger

Head of Resolution
Emelda Nicholroy

The Pensions Regulator

Regulatory Team Lead – Trusteeship, Governance and PSPS

Emelda Nicholroy

Regulatory Team Lead – Trusteeship, Governance and PSPS
Matthew Adams

PMI

Head of Media and PR

Matthew Adams

Head of Media and PR
Jen Green

Eversheds Sutherland

Partner

Jen Green

Partner
Lauren O'Connor

Eversheds Sutherland

Principal Associate

Lauren O'Connor

Principal Associate
Martin Purvis

Dalriada Trustees

Trustee

Martin Purvis

Trustee
Andy Nichols

Aon

Senior Consultant

Andy Nichols

Senior Consultant
Alexander Bell

Howden

Trainee Consultant

Alexander Bell

Trainee Consultant

Costs

Description Cost
Members £45 (+VAT) per session / £280 (+VAT) all sessions.
Non-members £70 (+VAT) per session / £500 (+VAT) all sessions

Location

Zoom
Tags
Training Course,
Trusteeship,
Governance,
Defined Contributions,
Defined Benefit
Return to the events

Make sure you have the foundations covered

Complete the picture with our Secretary to the Trustee Introduction Training on 19-21 October. Build a strong foundation in pensions, trusteeship and the core responsibilities of the role.
Discover Basic Training

Topics of discussion

  • Employeer covenant
  • DB scheme journey planning
  • How to support the trustees in dealing with cases going to the Ombudsman
  • TPR intervention and one-to-one supervision
  • DC Governance 
  • Managing advisers 
  • Trustee training
  • How public sector boards work

Who should attend

  • Secretary to pension trustees 

Any questions?

Contact us now
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