XPS – Trustee Training Course: Funding, Covenant and Integrated Risk Management For trustees of defined benefit schemes

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XPS – Trustee Training Course: Funding, Covenant and Integrated Risk Management For trustees of defined benefit schemes

Monday 3 June @ 9:30 am - 1:00 pm

 

This half-day course takes trustees through the key steps that they will need to take as part of their triennial scheme funding valuation looking particularly at the assessment of the employer covenant, the setting of key assumptions and the development and monitoring of an integrated risk management plan.

This course would be ideal for trustees who are just about to embark on a triennial valuation and who would like some training in advance of starting the process. It should be useful for both new and experienced trustees. The course will cover the legal and regulatory requirements of the scheme funding process 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:

An overview of the scheme funding process and the Pensions Regulator’s code of practice and associated guidance documents
The factors typically considered in a covenant assessment
The impact of the employer covenant on a scheme’s investment and funding strategy
Setting the key assumptions, in particular the discount rate and mortality assumptions
Practical steps for putting an integrated risk management framework in place
The Pensions Regulator’s latest annual funding statement as well as some emerging topics from the White Paper, such as setting a long-term objective
 Book your place - Wednesday 3 June  
Fee: £295 +VAT
To include all course materials, lunch and refreshments.

Details

Date:
Monday 3 June
Time:
9:30 am - 1:00 pm

Organiser

xps Pensions Group
Phone:
0117 202 0449
Email:
events@xpsgroup.com
Website:
https://www.xpsgroup.com/events/

Venue

XPS Pensions Group
11 Strand
London, WC2N 5HR
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