Defined Benefit
Pensions Training 2023/24
We will be running a full schedule of Defined Benefit, Defined Contribution and Pensions Governance training in 2023/24, please contact us for more details.
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
2023
Prices: £550 + VAT (Seminar) / £450 + VAT (Webinar)
- Tuesday 31 October 2023 - LONDON
2024
Prices: £550 + VAT (Seminar) / £450 + VAT (Webinar)
- Tuesday 23 January 2024 & Wednesday 24 January 2024 - WEBINAR (a.m.)
- Wednesday 20 March 2024 - LONDON
- Wednesday 5 June 2024 - LONDON
- Tuesday 3 September & Wednesday 4 September 2024 - WEBINAR (a.m.)
- Wednesday 6 November 2024 - LONDON
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
2023
Prices: £550 + VAT (Seminar) / £450 + VAT (Webinar)
- Tuesday 5 December 2023 - LONDON
2024
Prices: £550 + VAT (Seminar) / £450 + VAT (Webinar)
- Tuesday 27 February 2024 & Wednesday 28 February 2024 - WEBINAR (a.m.)
- Tuesday 23 April 2024 - LONDON
- Wednesday 17 July 2024 - LONDON
- Tuesday 8 October & Wednesday 9 October 2024 - WEBINAR (a.m.)
- Wednesday 11 December 2024 - LONDON
** Price increase of £50 will be effective from 1 January 2024, therefore courses booked before this date will be charged at the lower 2023 rate **
All the London seminars will take place at:
The Aon Centre
The Leadenhall Building
122 Leadenhall Street
London
EC3V 4AN
Click here to reserve your place in 2023.
Click here to reserve your place in 2024.
Click here to see our Training Programme
In our full brochure we set out the comprehensive range of assessments and training courses we offer, to help you take control.
For further information or for registering a delegate place in 2023/24, email [email protected] or [email protected]
Aon Solutions UK Limited is authorised and regulated by the Financial Conduct Authority.