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General training courses

 

We provide a Pensions Authority approved trustee training course for prospective and experienced trustees. This course is suitable for defined benefit (DB) and defined contribution (DC) trustees and is presented by a senior panel of Mercer experts who have years of experience dealing with trustee issues.

 

The courses are, for now, delivered remotely with a 2 hour session and a 1 hour session over two consecutive days, with updates on recent pension’s issues and question/answer sessions throughout. All participants will be awarded formal CPD and will also receive a Trustee Training certificate.

Bespoke training courses

 

In addition to this course, we can also provide bespoke training courses. Our consultants can work with you to identify the training needs of the trustee body as a whole, a sub-group or individual trustees.

 

We can then develop and deliver a course or training programme designed to meet these specific needs.

 

Courses can be delivered remotely or run at any location convenient for the trustees, including your offices or the Mercer offices. Whether you are a trustee, a pension administrator or involved in the day-to-day management of pensions, these courses will be of benefit to you.


Talk to us today about your trustee obligations

 

We’re here to help. Complete the “Connect with us” form today and we will be in touch with you to discuss your trustee obligations and how we can help.

 


Current trustee training course dates

 

Whether you are a current or prospective trustee, a pension administrator or involved in the day-to-day management of pensions, these courses will be of benefit to you. The course covers legal issues[1], roles and responsibilities, governance and risk management, scheme financing and investments, and other topical issues and developments.

 

Register to reserve your spot online today.

 

If you are trying to register for your courses at short notice (within 72 hours of the course start date), please contact Carol Fitzpatrick on +353 1603 9700 or email: carol.fitzpatrick@mercer.com.

 

Trustee Training - 2023

 

  • January - Tuesday 24th 9.00 - 11.00am AND Wednesday 25th 9.00 – 11.00am
  • February - Tuesday 21st 9.00 - 11.00am AND Wednesday 22nd 9.00 – 11.00am
  • March - Tuesday 21st 9.00 - 11.00am AND Wednesday 22nd 9.00 – 11.00am
  • April - Tuesday 25th 9.00 - 11.00am AND Wednesday 26th 9.00 – 11.00am
  • May - Tuesday 23rd 9.00 - 11.00am AND Wednesday 24th 9.00 – 11.00am
  • June - Tuesday 20th 9.00 - 11.00am AND Wednesday 21st 9.00 – 11.00am
  • September - Tuesday 26th 9.00 - 11.00am AND Wednesday 27th 9.00 - 11.00am
  • October - Tuesday 24th 9.00 - 11.00am AND Wednesday 25th 9.00 - 11.00am
  • November - Tuesday 21st 9.00 - 11.00am AND Wednesday 22nd 9.00 – 11.00am

 

Tuesday

9 am – 11.00 am:    Modules 1, 2 ,3 (legal) and 4 (admin)

             

Wednesday

9 am -10 am:          Module 5 (DB actuarial and investment)

10 am -11 am:        Module 6 (DC investment)

 

 

All courses will take place online until further notice.

 

Note: The Trustees must attend on both dates.


Important information

 

Courses are subject to demand. Should a course date be rescheduled, we will notify you at least one week prior to the change.

 

The courses cost €450 per participant. However, there is a 15% discount for each additional participant from the same organisation attending.

 

Cancellations should be sent in writing to the course administrator:

carol.fitzpatrick@mercer.com

 

Cancellations received less than 48 hours prior to the course will be subject to a cancellation fee. You may substitute a colleague for yourself up to 48 hours before the start of a course.


 


Footnotes

 

Please see important notices for regulatory information.

 

1 Mercer does not provide legal advice to clients.

We’re here to help

We are here to help you with your trustee obligations, including certified training courses.  Simply complete the form below with the necessary information and we will get back to you.

 

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