Introductory Trustee Training

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Introductory Trustee Training

Tuesday 4 July @ 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 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 responsibilities of trustees
  • Managing conflicts of interest
  • Scheme management

An introduction to pensions, covering the basics of:

  • How a defined benefit (DB) pension scheme works
  • Funding DB pension schemes
  • How a defined contribution (DC) pension scheme works
  • Risks and choices faced by DC scheme members

An introduction to investment matters, covering the basics of:

  • The trustees role in investments for DB and DC schemes
  • Types of assets
  • Setting investment strategy
  • Selecting fund managers

Who should attend?
This course is suitable for new 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).

Brochure
Please click here for the latest Trustee Training brochure.

Details

Date:
Tuesday 4 July
Time:
9:00 am - 4:00 pm

Venue

Willis Towers Watson
71 High Holborn
London, WC1V 6TP United Kingdom
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