It is always tailored to meet the priorities of the client, but the general working agenda is shown below.
Pensions Trustee and Governance committee training
A regular question is “how long does it take?”
The training can be broken down into modules and a session may be focused on some basic necessities or on a broader range of knowledge. The depth of any subject is a choice, so a session could cover a wide range of the agenda, offering an introductory understanding or a master class on a focused element. There are places in the course ideally suited to delegate participation such as individual and team exercises on expression of wish decisions, and identifying the top determinants in preparation for a supplier procurement presentation (eg: an investment manager beauty parade).
The full programme as shown below would cover two days, but where shorter sessions are required anything from an hour is very useful for participants as delivery will focus on a specific objective. However this is a fascinating subject for most attendees, especially when they start to engage with the issues, and an hour passes so quickly that delegates will often be disappointed that it didn’t go on longer. In our experience the optimal shorter training session should be pitched at a two hour duration. On the other hand there are times where the session must fit into a wider course structure and where this is the case an hour works well.
Pensions governance training for trustees and governance committees.
1. Defining the mission
2. Scheme Design
3. Areas of coverage and examples or case studies
4. Governance Structure and processes
6. Investment 1
7. Investment 2
9. Terms and buzz words
(brief coverage here but detailed sessions available)