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Trustee Training

Contact: Saorlaith Bourke
Tel: +353 1 603 9700

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Comments 

"Overall, I thought that the course was excellent and very informative for my new role - well done"

"Good course - superb presenters"

This course is suitable for trustees of defined contribution plans where the members’ benefits are solely dependent on the contributions paid, investment achieved and economic conditions at retirement.
 

Dates

 

Tuesday 22 June 2010 Enrol Now
Tuesday 26 October 2010   Enrol Now 
 

 

Timetable

 

 08.45am Coffee & Welcome
 09.00am Introduction
 09.15am

Legal Issues

  • Trust Concept
  • Types of Trustee
  • Duties & responsibilities
  • Liabilities/Indemnities
10.30am Coffee
10.45am Legal workshop/video
11.30am

Administration

  • Record keeping
  • Examples of good practice 
  • Disclosure requirement
12.30pm Lunch
02.00pm

Investment

  • Objectives
  • Types of Investment
  • Performance & monitoring
  • Manager selection
02.45pm Investment Workshop
03.30pm Coffee
03.45pm

Financing & Options

  • Investment Options
  • Annuity purchase
  • Investment strategy
  • Projection of benefits 
04.30pm Wrap-up

 

 

 

 

Pension Plan Trusteeship Training

8.45am - 4.30pm

Conrad Hotel

Earlsfort Terrace, Dublin 2

 +353 1 602 8900

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For more information please contact:

Saorlaith Bourke 

 +353 1 603 9823

 Email

There is a charge of  €475 per participant, and 15% discount for each additional participant from the same organisation attending on the same day

 

This includes course material and lunch

 

Car Parking

Please note that parking is complimentary in the Conrad for attendees of this course

Trustee Compliance Checklist

  

Trustee Compliance Checklist

  

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