Willis Towers Watson – Introductory DB Trustee Training

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Willis Towers Watson – Introductory DB Trustee Training

Thursday 1 February @ 9:00 am - 4:00 pm

This one-day course is designed for those new to trusteeship and provides a participative environment in which trustees are able to explore the challenges they face, together with their peers and leading members of the Willis Towers Watson team.

This course includes:

An introduction to trusteeship, covering the basics of:

  • What a trust is
  • Duties, powers and discretions of trustees
  • Managing conflicts of interest
  • Scheme governance and management

An introduction to funding, covering the basics of:

  • How a defined benefit (DB) pension scheme works
  • Actuarial valuations
  • Interaction with the Pensions Regulator and the Pension Protection Fund

An introduction to investment matters, covering the basics of:

  • The trustee’s role in investments for DB schemes
  • Types of assets
  • Setting investment strategy
  • Selecting fund managers

Who should attend?
This course is suitable for new DB scheme trustees (or those new to working with trustees) seeking a basic overview and a solid grounding for subsequent bespoke training.

Course fees
The cost of this full-day course is £300 + VAT (including breakfast and lunch).

Details

Date:
Thursday 1 February
Time:
9:00 am - 4:00 pm

Venue

Willis Towers Watson
51 Lime Street
London, EC3M 7DQ
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