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LCP TRUSTEE TRAINING COURSES 2017
As a trustee, it is vital you are up to date and fully understand how legislative and regulatory issues impact your scheme.
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All training courses will take place at our London office.
95 Wigmore Street, London, W1U 1DQ, UK
How to find usLONDON Lane Clark & Peacock LLP
95 Wigmore Street
London W1U 1DQ
Tel: +44 (0)20 7439 2266
WINCHESTERLane Clark & Peacock LLP
St Paul’s House
St Paul’s Hill
Winchester
Hampshire SO22 5AB
Tel: +44 (0)1962 870060
Nearest rail stationsWinchester (please note our o�ce is
located by car park 1, accessed from
Platform 1)
Nearest car parkingVisitor car parking available on site
(please contact us in advance
if you require this)
ST PAUL’S HILL
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WINCHESTER
B340
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STOCKBRIDGE RD
CITY RD
B3404
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ST CROSS RD (B3355)
ROMSEY RD (B3404)
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N WALLS (B3404)
ST GEORGE’S ST (B3404)
B3044
CLI
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Nearest underground stationsBond Street (Jubilee and Central lines)
Oxford Circus (Victoria, Central,
Bakerloo lines)
Nearest public car parking faciltiesDuke Street (near Selfridges
department store)
Portman Square
PORTMAN SQUARE
WIGMORE STREET
GEORGE STREET
OXFORD STREET
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BOND STREET
DA
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NEW
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OXFORD STREET
HENRIETTA PLACEOXFORD CIRCUS
(9 min walk)
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PORTMAN SQUARE
NORTH ROW
WIGMORE STREET
MARBLE ARCH (8 min walk)
www.lcp.uk.com/trusteetraining
+44 (0)20 7432 0647
+44 (0)20 7439 0183
Marie Greenland, LCP, 95 Wigmore Street, London, W1U 1DQ, UK
TO REGISTER
VENUE
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Current legislation puts considerable responsibilities on trustees. We can help you meet your obligations.
So whether you are a member nominated, employer nominated or an
experienced independent trustee of an occupational pension scheme,
it is vital you are up to date and fully understand how legislative and
regulatory issues impact your scheme.
Trustees are required to attain a certain level of knowledge and
understanding of general pensions issues and to be conversant with the
terms of their own pension scheme. These requirements, overseen by a
proactive and powerful regulator, continue to make the role of being a
trustee challenging.
Over many years we have worked with hundreds of trustees and
sponsor representatives so they are better able to meet all of their
regulatory obligations, actively question their advisers and make
considered decisions.
LCP’s training is excellent, it is well informed and topical.
Ms McArdle
MNT Lincoln’s Inn
Staff Pension Scheme
LCP Trustee training courses Find out more at www.lcp.uk.com/trusteetraining
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Trustee training programmeLCP’s courses are conducted by experienced professionals with the
emphasis on developing understanding through real-life examples
delivered in the clear, direct way that LCP is known for.
Training needs analysisWe know your time is precious so LCP has developed a Training Needs
Analysis (TNA) to help you establish what you already know, avoiding
wasting those important minutes covering things you are already
familiar with.
The TNA is conducted completely online so it can be done at your own
pace and whenever is convenient for you. There is no time limit, but we
would expect most trustees to be able to complete it within 30 to 40
minutes. We provide tailored written feedback on any learning gaps
identified.
For further information visit www.lcp.uk.com/trusteetraining
Chris led an interesting and lively training session that was tailored to our specific scheme and our requirements. You could tell that he had taken the time to research our scheme and because of this we got real benefit from the training – including a number of important action points to take away.
Tim Kite
LMS Pension Scheme
LCP Trustee training courses Find out more at www.lcp.uk.com/trusteetraining
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Topics covered on our coursesLCP’s trustee training programme offers trustees of defined benefit
schemes the opportunity to obtain a broad understanding of the relevant
issues ensuring you are fully informed about the world of pensions and
employee benefits.
Our one day training courses are clear, informative and designed to
be interactive with discussion and real-life case studies. Attendance
at the two one-day courses “Duties & responsibilities” and “Funding &
investment” will ensure that the new trustee has covered units 1 to 9 of the
Pensions Regulator’s scope guidance setting out what it expects trustees
of defined benefit schemes to know. Many topics are covered, including:
� Roles of the trustee and the sponsoring employer
� Fiduciary duties
� Conflicts of interest
� Whistleblowing and notifiable events
� The Pensions Regulator’s powers
� The Pension Protection Fund
� Key pensions legislation, including auto-enrolment
� Governance and risk management
� Principles of funding a scheme
� The importance of covenant
� Setting and agreeing contributions
� Strategic asset allocation
� Interest rate and inflation risk
� Defined contribution arrangements – risks, investment choices and
member communications
For further information visit www.lcp.uk.com/trusteetraining
LCP Trustee training courses Find out more at www.lcp.uk.com/trusteetraining
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Bespoke trainingWhilst trustees can ask advice of its advisors, the final decision often
comes down to the trustee board. So in order to make confident decisions
about your defined benefit or defined contribution scheme it is important
that all trustees know about their arrangement, and fully understand their
trust deed and rules and other key documentation. Alternatively, trustees
might value more detailed training before going through an investment
review or actuarial valuation. We also offer courses for trustees of defined
contribution schemes.
We can work with you on an individual basis or with the whole trustee board
to work through your scheme documentation or scheme-specific issues.
How to registerTo attend a course you can either visit our website and register online at
www.lcp.uk.com/trusteetraining or complete the registration form at the
back of this brochure and send it to:
Marie Greenland, 95 Wigmore Street, London, W1U 1DQ
For further information on bespoke training, or to discuss your training
needs please contact Chris Green, Head of Trustee Training.
Chris Green
+44 (0)20 7432 6749
LCP UK Pensions Events Schedule - Spring 2013 Find out more at www.lcp.uk.com/events
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All rights to this document are reserved to Lane Clark & Peacock LLP (“LCP”). This document may be reproduced in whole or in part,
provided prominent acknowledgement of the source is given. Lane Clark & Peacock LLP is a limited liability partnership registered in
England and Wales with registered number OC301436. LCP is a registered trademark in the UK (Regd. TM No 2315442) and in the EU
(Regd. TM No 002935583). All partners are members of Lane Clark & Peacock LLP. A list of members’ names is available for inspection at
95 Wigmore Street W1U 1DQ, the firm’s principal place of business and registered office. The firm is regulated by the Institute and Faculty
of Actuaries in respect of a range of investment business activities. The firm is not authorised under the Financial Services and Markets
Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are licensed by the
Institute and Faculty of Actuaries. We can provide these investment services if they are an incidental part of the professional services we
have been engaged to provide. © Lane Clark & Peacock LLP.
LCP is a firm of financial, actuarial and business consultants, specialising in the areas of pensions, investment, insurance and business analytics.
Lane Clark & Peacock LLP
London, UK
Tel: +44 (0)20 7439 2266
Lane Clark & Peacock LLP
Winchester, UK
Tel: +44 (0)1962 870060
Lane Clark & Peacock
Ireland Limited
Dublin, Ireland
Tel: +353 (0)1 614 43 93
Lane Clark & Peacock
Netherlands B.V.
Utrecht, Netherlands
Tel: +31 (0)30 256 76 30
www.lcp.uk.com/trusteetraining
+44 (0)20 7432 0647
+44 (0)20 7439 0183
Marie Greenland, LCP, 95 Wigmore Street, London, W1U 1DQ, UK
TO REGISTER
Please post this form to Marie Greenland, LCP, 95 Wigmore Street, London, W1U 1DQ,
UK or fax to +44 (0)20 7439 0183
Alternatively you can register online at www.lcp.uk.com/trusteetraining,
email [email protected] or call on +44 (0)20 7432 0647
Please complete both sides of this registration form.
Please complete one form per delegate.
First name: Last name:
Title: Job title:
Company name: Scheme name:
Address:
Postcode:
Tel No:
Email:
Please provide your email address clearly in BLOCK CAPITALS. Confirmation/further information will be sent by email unless instructed otherwise.
Special access, dietary or other requirements:
Home/personal Work
Home/personal Work
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Registration form
Wednesday 1 March 2017 Wednesday 4 October 2017
Wednesday 15 March 2017 Wednesday 18 October 2017
FUNDING & INVESTMENT: DB
£480 + VAT per delegate
DUTIES & RESPONSIBILITIES: DB
£480 + VAT per delegate
DUTIES & RESPONSIBILITIES: DB
£480 + VAT per delegate
FUNDING & INVESTMENT: DB
£480 + VAT per delegate
Please post this form to Marie Greenland LCP, 95 Wigmore Street, London, W1U 1DQ,
UK or fax to +44 (0)20 7439 0183
Alternatively you can register online at www.lcp.uk.com/trusteetraining,
email [email protected] or call on +44 (0)20 7432 0647
Please complete both sides of this registration form.
Please complete one form per delegate.
Registration form