United Kingdom

Defined Benefit

Defined Benefit - part 1 (one day)

This introductory course is suitable for new Trustees and as a refresher for those with more experience. It will help you gain a clear understanding of your responsibilities as a Trustee. It covers:

  • The current legal framework
  • Benefits and scheme design
  • Trust Deed and Rules and scheme documentation
  • The parties involved
  • Conflicts of interest
  • Trusteeship in practice
  • A brief introduction to funding Defined Benefit schemes
  • The main asset classes and a brief introduction to investment strategy for both
  • Defined Benefit and Defined Contribution schemes
  • Trustees' liability and protections

Click on the date you wish to register for:

2017

2018

2019

Price: £550 + VAT per person

Defined Benefit - part 2 (one day)

This course is suitable for more experienced Trustees who have either already attended the Defined Benefit - part 1 course or have some experience as a Trustee of a defined benefit scheme. It assumes an understanding of the basic concepts of trust law and trusteeship and some knowledge of asset classes and investment markets.

It provides a practical look at the key issues and decisions that defined benefit scheme Trustees now face, including:

  • The role of the Pensions Regulator and the requirements placed on Trustees under the Codes of Practice including whistleblowing, notifiable events, and internal controls
  • Scheme funding including the Statement of Funding Principles, assessing employer covenant and the use of contingent assets
  • Risk management, flightplans and de-risking strategy
  • Setting investment objectives and strategy
  • Liability driven investment
  • Investment managers and management

Click on the date you wish to register for:

2018

2019

Price: £550 + VAT per person

Click here to see our Training Programme

Click here to reserve your place in 2017.
Click here to reserve your place in 2018/19.

In our full 2017 brochure and full 2018 brochure we set out the comprehensive range of assessments and training courses we offer, to help you take control.



Aon Hewitt Limited is authorised and regulated by the Financial Conduct Authority.

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