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This course is the second of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. It is suitable for new trustees who have already learned the rudiments of pension scheme trusteeship or if you have already attended Introduction to trusteeship Part 1: The theory.
Session 1 - Retirement and later life options - 27 September 2017 11:00 -12:00
This training covers Financing retirement eg affordability, retirement duration, family commitments, financial health checks, budgeting, guidance v advice and where to go to gain more information
Session 2 - Accessing retirement savings 27 September 2017 – 14:00 – 15:00
This training covers sources of retirement income, the outcomes from workplace pensions and the factors which impact upon retirement savings eg pension scheme type, taxation and employee choices.
This course is the first of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. If you are new to trusteeship or thinking about becoming a pension scheme trustee this course is right for you. Learn the theory of pension scheme trusteeship, including what is expected from trustees and how to apply good scheme governance.
In this teach-in, we explain the factors that influence and support high-quality pensions administration.
Understanding Investments is in two parts: Session 1 – The fundamentals (11:00 -12:00 noon). Session 2 – The Characteristics (14:00 -15:00)
The sessions are offered through our virtual training platform and together they explore, for example, reasons why pension schemes invest and the factors that may influence investment performance. It looks at the investments most frequently used by pension funds, their main characteristics and risks, and key varieties of investment management.
Session 1 - Retirement and later life options - 11 December 2017 11:00 -12:00
Session 2 - Accessing retirement savings 11 January 2018– 14:00 – 15:00