Secretary to Trustee May 2019


Have you recently accepted a role as a secretary to pension trustees? Or are you interested in knowing more about what the role entails? This introductory workshop is designed for those with little or no pensions trustee knowledge. Our expert panel will talk you through the essentials of the role. From outlining best practice approaches to managing conflicts of interest and a risk register. We’ll share our insights and help you work effectively with the Chair and Board of trustees, as well as answer any questions you have about the pensions industry and trusteeship generally.

09.00 - 15.30 Taylor Wessing LLP, 5 New Street Square, London EC4A 3 TW

Topic to include:

  • Chairman’s introduction
  • The role of Secretary to the Trustees – best practice approaches
  • Effective minute writing
  • Development of meeting management
  • Regular annual activities
  • Preparing and monitoring an effective risk register
  • Effective complaint handling
  • Managing conflicts of interest
  • Working effectively with the Chair of Trustees
  • Trustee effectiveness

14.50 Chairman's Closing remarks