About First Actuarial's Introduction to Trusteeship training course

This one-day course is designed to give trustees the robust understanding of legal, financial and investment issues that they need, addressing:

  • Legislation relating to pensions and trusts
  • Principles relating to funding and investment
  • Key scheme documents

Is this course right for me?

The course is ideal for newly-appointed trustees, but can also act as a useful refresher for existing trustees who wish to update and develop their knowledge.

Introduction to trusteeship

What does the course cover?

  • Background to pension provision
  • The role and duties of the trustee
  • Scheme administration
  • Scheme funding
  • Scheme governance

Our course convenors explain complex issues in simple and straightforward ways. They will also encourage informal discussion and exchange of ideas to help you benefit from the experiences of other scheme trustees.

We are running this course on the following dates

DateDurationLocation
04/04/2019Full DayLondon Book now
19/09/2019Full DayLeeds Book now
For further details or if you have any questions please call 01256 340 085 or email training@firstactuarial.co.uk.

First Actuarial Case Studies

SBAC

As a result of an unusual clause in their trust deeds, Trustees of the pension scheme sponsored by the Society of British Aerospace Companies (SBAC) funded their liabilities on a buy-out basis.

“First Actuarial are very proactive. They respond quickly and get things done. They have proved to be competent and conscientious, and have a very professional and personable approach to business relations.”

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Royal Mail

The Communication Workers Union (CWU) enlisted the help of First Actuarial when Royal Mail proposed replacing its Defined Benefit pension fund with individual Defined Contribution arrangements.

“I can’t speak highly enough about First Actuarial – their people have been brilliant. The journey has been inspirational, nothing but a positive experience.”

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The Kennel Club

Concerned about the risk of an Employer contribution increase as a result of high liabilities, Trustees of the Kennel Club Pension Fund turned to First Actuarial.

“They’re extremely professional and helpful. Their input always seems sound, logical and well presented. First Actuarial handled the transition well, they provide us with helpful guidance, and have delivered what they promised when they pitched for the work.”

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