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Training Course
Available

Secretary to the Trustee | Basic

Training

Gain the essential knowledge and confidence to support a trustee board effectively, from core responsibilities to best‑practice governance and working collaboratively with the Chair and trustees.

Event date
Location
Open to members & non-members
CPD
CPD: 5hrs
Book now

Apply now whilst places are still available. 

About  Build your trustee secretariat skills

Secretary to the Trustee (Basic) is an online series designed for those with little or no pension trustee knowledge.

Our expert panel will talk you through the essentials of the role. From outlining the best practice approach to managing conflicts of interest and a risk register.

We'll share our insights and help you work effectively with the Chair and Board of trustees, as well as answer any questions you have about the pensions industry and trusteeship generally. 

Why Attend

  • Understand your core responsibilities

    Learn the fundamentals of the secretary role, even if you have no prior pensions or trusteeship experience.

  • Develop good governance skills

    Get to grips with best‑practice processes, including managing conflicts of interest, maintaining a risk register, and supporting strong board governance.

  • Work effectively with the chair and trustees

    Gain practical insight into how to support board meetings, communicate clearly, and build productive relationships with the Chair and trustee board.

  • Build confidence through expert guidance

    Ask questions, deepen your industry understanding, and learn directly from experienced professionals who can help you navigate the pensions landscape.

Agenda

19 Oct

-

The role of Secretary to the Trustees: best practice approaches

  • Effective pre and post-meeting preparation requirements
  • Organising the meeting
  • Drafting an effective agenda
  • Drafting the minutes and dealing with actions
Speaker
  • Angela Sharma
    Company
    Winston Taylor
    Job Title
    Senior Counsel - Knowledge
-

Managing conflicts of interest

  • Identifying actual and potential conflicts
  • Developing procedures
  • Maintaining appropriate records
Speaker
  • Manjinder Basi
    Company
    Zedra
    Job Title
    Managing Director
-

Meeting Management

  • Modern meeting management
  • Virtual meetings
  • Paperless approach to document distribution
  • Identifying constraints
-

Regular annual activities

  • Annual timetables and reporting
  • Managing scheme documentation
  • Managing budgets and business plans
  • Specific issues concerning DC schemes
  • Horizon scan
Speaker
  • Lauren O'Connor
    Company
    Eversheds Sutherland
    Job Title
    Partner

20 Oct

-

Preparing and monitoring an effective risk register

  • Identifying key risks
  • Assessing the potential impact on the scheme
  • Implementing effective controls
  • Ongoing review
-

Effective complaint handling

  • Maintenance of procedure
  • Compliance with deadlines
  • Relations with TPAS/The Pensions Ombudsman
-

Effective minute writing

  • Accurate recording
  • An appropriate degree of detail
  • Clear action points
  • Timely distribution
Speaker
  • Dan Traynor
    Company
    Sackers
    Job Title
    Associate
-

Working effectively with the Chair of the Trustee

  • ·       Management information
  • Documentation management
  • Monitoring action points
Speaker
  • Beth Brown
    Company
    Arc Pensions Law
    Job Title
    Partner

21 Oct

-

Trustee effectiveness

  • Training needs analysis
  • Maintaining a training log
  • Types of training
Speaker
  • Deanna Barlow
    Company
    Hymans Robertson
    Job Title
    Associate Pensions Consultant
-

Data Security

  • How to keep your data secure
  • What steps do you need to take to ensure you remain compliant?
Speaker
  • Miranda Bond
    Company
    CMS
    Job Title
    Associate

Speakers

Angela Sharma

Winston Taylor

Senior Counsel - Knowledge

Angela Sharma

Senior Counsel - Knowledge
Manjinder Basi

Zedra

Managing Director

Manjinder Basi

Managing Director
Lauren O'Connor

Eversheds Sutherland

Partner

Lauren O'Connor

Partner
Dan Traynor

Sackers

Associate

Dan Traynor

Associate
Beth Brown

Arc Pensions Law

Partner

Beth Brown

Partner
Deanna Barlow

Hymans Robertson

Associate Pensions Consultant

Deanna Barlow

Associate Pensions Consultant
Miranda Bond

CMS

Associate

Miranda Bond

Associate

Costs

Description Cost
Members £45 (+VAT) per session / £400 (+VAT) all sessions.
Non-members £60 (+VAT) per session / £550 (+VAT) all sessions

Location

Zoom
Tags
Training Course,
Trusteeship,
Cybersecurity,
Members Engagement and Communications
Return to the events

Take your knowledge further

Complete your development journey with our Secretary to the Trustee Advanced Training on 22-23 October. Explore governance, regulation and best practice in greater depth.

Discover Advanced Training

Topics of discussion

  • The role of Secretary to the Trustees
  • Managing conflicts
  • Meeting management
  • Regular annual activities
  • Preparing and monitoring an effective risk register
  • Effective complaint handling
  • Effective minute writing 
  • Working effectively with the Chair of the Trustee
  • Trustee effectiveness
  • Data security

Who should attend

  • Secretary to pension trustees new to the role 

Any questions?

Contact us now
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