Trustee Training 2016

Whether you are a trustee just starting out, looking to develop your skills or someone who works closely with pension scheme trustees and would like to get a better understanding of their role, these courses will meet your training needs.

Registration has now closed

Dates for 2017 Trustee training announced soon

Training Options

The Pensions Regulator requires trustees to have the appropriate knowledge and understanding of the principles relating to the suitability of different asset classes to meet liabilities, taking account of the strength of the employer covenant and the trustees’ risk profile.

Our two-day training course is designed for trustees – or anyone involved with running pension schemes – who have a basic understanding but want to know more about developing an asset allocation strategy appropriate to a scheme’s liabilities and the trustees’ investment objectives and appetite for risk.

Cost per day: £395+VAT per attendee.

You can choose to attend for one or both days of this two day course.

The Pensions Management Institute (PMI) Award in Pension Trusteeship (Defined Benefit and Defined Contribution) examination gives formal recognition of a trustee’s knowledge and understanding of pension fundamentals.

This two-day training course is aimed specifically at trustees (and others) who wish to sit the PMI Award examination and covers the full (Defined Benefit and Defined Contribution) syllabus including:

• Unit 1 – Law and Pensions overview

• Unit 2 – Investment and Funding issues

• Unit 3 – Scheme Management issues

Knowledge is assessed by way of a multi-choice examination. You can view the full syllabus on the PMI website.

To prepare candidates to sit the examination, either on the second day of the course or at a separate public sitting, we also aim to provide candidates with an understanding of the techniques associated with passing this examination. We have successfully tutored in excess of 140 delegates through the PMI syllabus with a pass rate of 92%, which is testament to the high quality of training we deliver.

Cost: £1,400+VAT per attendee

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