PLSA – PLSA – Introduction to Trusteeship Part 2 : The Practice
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PLSA – PLSA – Introduction to Trusteeship Part 2 : The Practice
Tuesday 11 June, 2019 @ 10:00 am - 4:00 pm
This course is aimed at those familiar with the basic principles of trusteeship. We recommend you take the part 1 course first.
YOU'LL PRACTISE
- The protocol and mechanics of decision making, including exercising discretions
- Decisions about investments
- Managing delegates and advisers
- Trustee communications
- Getting it wrong, IDRP and the Pensions Ombudsman
- Conflicts of interest
- Maintaining a good relationship with the employer
- Governance
PLSA members - £505 + VAT
PLSA non-members - £898 + VAT
Fee includes lunch and refreshments
To register, please visit https://www.plsa.co.uk/