Event Details

When:

16/10/2018 at 10.00am for 3.30pm

Where:

Chartered Accountants Ireland

Cost:

Members: €320
Non Members: €370

Introduction

TRUSTEE TRAINING REFRESHER (DB&DC)

This half day course has been designed for Trustees who have attended Trustee Training in the past but wish to refresh their knowledge.

This course provides participants with the tools and techniques that will assist them towards becoming effective members of a trustee board. It will also help those who provide support to the trustee board to understand the essential requirements of trusteeship.

It focuses not only on the theory of trusteeship but also on the practicalities - through a mix of presentations by experts, group workshops and real life case studies. Each unit of the programme was developed by a leading organisation in the industry.

The course content is continually updated to reflect current legislation and trustee requirements. The core topics that will be covered will be: Trustee Governance, Family Law Acts, Investment, Actuarial, Scheme Financing, Communications Workshops & Case Studies

CPD

This training course was allocated 4 hours cpd by the IAPF for ongoing trustee training requirements. It was also accredited 4 hours cpd under category 2 Pensions by (LIA02405_2018) and (IOB - TBC). If you have a query relating to the CPD hours, please contact the relevant awarding bodies.

Timetable

Time Subject
10.00am Welcome, Breakfast and Introductions

10.15am Trustee Governance

11.00am Family Law Acts 1995 & 1996

11.30am Case Study

12.00pm Recap on Actuarial

12.45pm Lunch

1.30pm Investment & Case Study   

2.30pm Communication Recap   

3.00pm Future Outlook
3.30pm Ends



Speakers

click on image for biography Ollie Fahey, FCCA, AIIPM, APA
Allied Pension Trustees
click on image for biography Peter Griffin
Allied Pension Trustees

Booking

Non Member: €370.00 per person

IAPF Member: €320.00 per person

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