XPS – Trustee Knowledge & Understanding Course For trustees of defined benefit schemes

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XPS – Trustee Knowledge & Understanding Course For trustees of defined benefit schemes

Thursday 12 September, 2019 @ 9:30 am - 4:30 pm

It is now thirteen years since the Trustee Knowledge and Understanding (TKU) requirements were introduced. Since then the range of topics that trustees need to understand has become much wider, with new concepts such as integrated risk management, an ever greater choice of asset classes and investment approaches and additional governance considerations for trustees.

These TKU courses (run by XPS Pensions Group and Punter Southall Governance Services) are aimed primarily at new trustees (or those who would like a refresher) and will take trustees through the basics of the Pensions Regulator’s TKU scope guidance as well as providing an insight into some of the experiences and challenges that trustees are likely to face. The course will be interactive, with plenty of practical examples and opportunities for discussion and questions.

The course will cover:

Introduction to pension schemes: the parties involved in pension schemes and some of the legislative background to pensions.
Trusts and trusteeship: the roles and responsibilities of trustees and key trustee powers and discretions
Funding and valuations: the types of actuarial valuations and the Pensions Regulator’s expectations for funding pension schemes, including integrated risk management.
Introduction to investment: different asset classes, the risks and rewards associated with them and the key principles in setting an investment strategy.
Managing a pension scheme: preparing for a typical trustee meeting and key governance and whistleblowing requirements.
The course is aimed at the trustees of defined benefit (DB) schemes, but will also touch on the key issues relating to defined contribution (DC) AVC funds for which many DB trustees will also be responsible. It is designed for new trustees and as a refresher for more experienced trustees.  

Fee: £495 + VAT
To include all course materials, lunch and refreshments throughout the day.

Book your place
Thurs 12 Sept


Thursday 12 September, 2019
9:30 am - 4:30 pm


xps Pensions Group
0117 202 0449


XPS Pensions Group
11 Strand
London, WC2N 5HR
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