Are you an effective Trustee? Cracking the Code, and how ESoG is the key

This session which is in partnership with Barnett Waddingham will cover the requirements of the new (combined) Code of Practice, with particular focus on what it means to have an Effective System of Governance (ESOG) and how this might actually look in practice.  The team will give an overview of what the new Code requirements are, discuss timescales, and explain what pension scheme trustees should be doing, to make sure that their governance systems really work for their scheme now and in the future.  Using a case study they will give practical examples of how trustees can approach reviewing current governance arrangements, filling in any gaps that might be identified, and documenting things effectively.



Thursday 28th April 2022 from 12:00pm until 12:45pm


CPD certificates will be issued 48hrs after the webinar.


Barbara-Ann Thompson

FIA Partner, Actuarial Consulting

Barbara-Ann is an experienced Scheme Actuary based in our Leeds office. She advises her clients on a wide range of pension scheme work, including all aspects of scheme funding, benefit rectification, company accounting disclosures and PPF-related issues.

She has a very keen interest in scheme governance and oversees the governance services provided by the Barnett Waddingham Actuarial Consulting team. This involves working closely with other business areas within the firm, and other industry professionals, to promote best practice, sharing of ideas and the raising of governance standards

Sara Cook

FPMI Principal, Pension Management

Sara is a Senior Pension Management Consultant focussing on secretariat and governance services and supporting trustee and corporate client special projects.

Sara started her career in pension administration and has since also worked both in house, as the UK pension manager of a large multi-sited employer, and in a consulting environment.

Sara uses her experience to provide proactive, clear and concise support to trustees tailoring her approach to meet their needs.

Her natural approach supports a collaborative working relationship with clients whilst keeping them compliant with legislative and regulatory requirements.  She has a keen interest in helping trustees to achieve their governance objectives and by doing so adds real value to their governance and oversight structures.

In 2020, Sara was elected as a second vice-president to the Pensions Management Institute (PMI) and joined the board as a non-executive director as part of her role.

Bryna Brady

APMI, Associate, Pension Management

Bryna is a Senior Pension Management Consultant, specialising in trustee secretarial and governance services.

Her experience and natural approach means that she is able to provide proactive, clear and concise support to trustees tailoring her approach to meet their needs.

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