Introduction to trusteeship

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
02/04/2020Full dayLondon Book now
08/07/2020Full dayLeeds Book now
17/09/2020Full dayLondon 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

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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PremierFirst

PremierFirst makes cost and time savings by moving its documents to First Actuarial’s secure Client Hub

"First Actuarial offered us a sensible and well-priced proposition. They supported us very well in uploading all our information in a structured way.
We’re not aware of any document going missing in the process. And it’s maintained very well."

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RSPB

The RSPB was determined to minimise the impact of its new defined contribution scheme on employees, and appointed First Actuarial to support the transition and select a provider with strong ethical values.

“I would definitely recommend working with First Actuarial. Their consultants went over and above the call of duty to make sure the project progressed smoothly.”

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