Event Details - Trustee Training Online - Essentials - Part 1

When: 31/05/2024 for 10am to 1pm
Where: Online Course delivered via the Zoom platform. Link & course information will be emailed to you the day before the course commences.
Cost: Members: €295, Non Members: €395,


Trustee Online Training - Essentials - Part 1

This course has been designed for new Trustees and is also suitable for Trustees who have attended Trustee Training in the past but wish to refresh their knowledge.

The IAPF “Essentials” Trustee Training course covers all of the areas recommended by the Pensions Authority and provides participants with an introduction to 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.

The Course focuses not only on the theory of trusteeship but also on the practicalities - through a mix of presentations by experts, group interaction and real life case studies.

The course content is continually updated to reflect current legislation and trustee requirements and includes what Trustees should be doing to ensure their schemes can address the additional regulatory requirements that are likely once the IORP II Directive is transposed into Irish Law.

The core topics that will be covered will be: Regulation & Compliance, Trustee Governance, Investment, Administration, Actuarial, Legal Issues, Workshops

The course will now be held via a live interactive online presentation held over two days. Each session should take approximately two and a half hours. Participants are required to attend both Part I and Part II of this training in order to receive a certificate of attendance. Once you have registered for Part I you are automatically registered for Part II - there is no need to book twice.

Part 1 Background to Irish Pension Provision - Legal Issues - Essentials of Trustee Governance - Essentials of Investment -Data Protection 

Part 2 Pensions Regulation and Compliance - Disclosure of Information - Pensions Authority Codes of Governance - IORP II – Pensions Authority Guidelines Essentials of Actuarial Practice

Please note this is a two part course. You will be automatically enrolled for Part 2, there is no need to make a booking for part 2 of the course. The full course fee will be charged at the time of booking. 



Part 1 & 2 of this training course is allocated a total of 6 CPD hours by the IAPF for ongoing trustee training requirements.

We will apply for 3 hours CPD under Category 2. Pensions, Category 3. Savings & Investments & PTP from LIA (01637_2024) for Part 1. We received 3 CPD hours from IOB (2024-0358) for Part 1. We also received confirmation from the IIPM. If you have a query relating to the CPD hours, please contact the relevant awarding bodies.


Non Member: €395.00 per person

IAPF Member: €295.00 per person

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