Events, seminars and conferences: May 2009 onwards

HSBC Actuaries and Consultants Summer Conferences
Manchester – 23 June – Marriott Worsely Park
London – 24 June – CII Insurance Hall

The current economic climate has highlighted the need for every business to justify and manage all costs more effectively. Alongside this, it is well documented that many employees have never truly understood or appreciated the total value of the benefits offered to them. Combined, these are compelling reasons for employers to not only control but to explore how to maximise the return on investment (ROI) from their benefit spend.

Our June Conferences ‘Managing your benefit spend in a recessionary environment – and beyond’ address the seemingly contradictory challenge of developing an engaged workforce whilst containing, or even reducing, employment and related costs.

All attendees will receive a free CD ROM containing our ROI Tool – a unique piece of software which not only helps you understand your current employee benefits spend but also calculates the potential savings your company, and your employees could achieve by implementing a range of different initiatives.

To reserve a place book online at www.hacl.hsbc.com

First Actuarial

'Introduction to Trusteeship' course
Thursday 17 September, in central London

The environment in which pension scheme trustees operate has never been more complex and there is no doubt that the role of the pension scheme trustee is under more scrutiny than ever before.

Trustees, therefore, need to understand a broad range of legal, financial and investment issues and First Actuarial has developed a series of one day training courses designed to meet these requirements.

This course is particularly suited to newly-appointed trustees, but can also act as a useful refresher for existing trustees who wish to update and develop their knowledge.

'Introduction to Trusteeship' covers the following areas:

• Background to pension provision
• Role of the trustee
• Role of advisers
• Role of the Pensions Regulator (TPR)
• An overview of pensions legislation

The 'Introduction to Trusteeship' course costs £300 plus VAT and takes place in central London on Thursday 17 September 2009.

'Investment Training for Trustees' course
Monday 23 November 2009, in central London

The course has been designed to refresh the understanding and knowledge of both newly-appointed and more experienced trustees.

'Investment Training for Trustees' will cover the following areas:

• Types of assets and asset allocation strategies
• Requirements of trustees
• Risks and mitigating actions
• Fund management
• Statement of Investment Principles
• Performance measurement

The 'Investment Training for Trustees' course costs £300 plus VAT and takes place in central London on both 14 May and 23 November 2009.

For more information on both of these courses, e-mail: training@firstactuarial.co.uk or call Alan Smith on 01733 393040. Further information can also be found on the website: www.firstactuarial.co.uk

Buck Consultants trustee training 2009
Buck Consultants has revealed details of its 2009 trustee training course programme.

All trustees have a statutory duty, within six months of appointment, to demonstrate that they have a knowledge and understanding (TKU) of: the laws relating to trusts and pensions; the principles of funding and investment; and the documents particular to their scheme.

Buck’s Practical Trustee training course is ideal for new trustees or for seasoned trustees looking for a refresher. The practical emphasis runs throughout the day, but is particularly enhanced by the workshops and discussion groups on the most common issues faced by trustees.

Buck’s Investment Trustee training course builds on the Practical Trustee training course, providing essential training for those involved in setting investment policy. Reflecting the practical nature of the day, there is a strong emphasis on workshops and discussion groups.

Buck also offers scheme-specific training for both defined contribution (DC) and defined benefit (DB) schemes. As schemes vary enormously, one of the main benefits of scheme-specific training is that the focus is on the specific needs of a trustee group. Every individual is given the opportunity to identify their own training needs, and the training is tailored specifically around what each trustee tells us they want.

Dates and locations:

May
19 May
Practical trustee training
Edinburgh

June
2 June
Practical trustee training
London

23 June
Investment trustee training
London

September
8 September
Practical trustee training
London

October
6 October
Investment trustee training
Edinburgh

20 October
Investment trustee training
London

November
3 November
Practical trustee training
London

December
1 December
Practical trustee training
London

For further information, please contact Chér Owen on 020 7429 1277 or e-mail: marketinguk@buckconsultants.com. Additional information can also be found at www.buckconsultants.co.uk

vent To have your industry events listed for free in Pensions Age magazine or on the Pensions Age website email marek.handzel@pensions-age.com or ellie.bennett@pensionsage.com