Trustee Training

	Overview
	Courses
Bespoke courses
Introductory trustee training
The trustee forum
DC trustee training
Investment trustee training
	Dates
	Registration form
	Testimonials
	Further information

Each trustee forum consists of two sessions, one either side of lunch. Each session concentrates on a single issue, providing a participative environment in which trustees are able to explore topical challenges with their peers and leading members of the Watson Wyatt team.

September

Covenant assessment – the story so far and what might happen next:

• doing the right job
• successes so far
• the way assessments evolve
• monitoring systems.

Liability management and the road to settlement – an explanation of this rapidly evolving market place:

• dealing with transferring risk and liability out of a scheme
• offering former members a cash or other form of enhancement
• attitude of the regulator
• managing risks.

November

Funding and investment – an integrated approach:

• the importance of sponsor covenant
• journey plans – the right mix of contributions and investment strategy needed to get to your long-term funding target
• dynamic investment and contribution strategies
• the importance of governance.

Doing DC better – an exploration of the practical challenges:

• the trustees role in a DC environment
• design and delivery of investment choice
• communicating and engaging with members
• effective plan governance
• impact of personal accounts.

Course fees

The cost of a single session is £150 + VAT (including lunch); both sessions can be booked for a single delegate for £200 + VAT (including lunch)

Who should attend?

Trustee forums are clearly labelled as suitable either for experienced trustees, who have completed TPRs e-learning programme (or who are seeking a more detailed understanding of selected key topics), or as suitable for new trustees seeking a basic overview and a solid grounding for subsequent training.

What do I do now?

To register online, click here 

For further information, or to discuss in more detail which of our courses will best meet your needs, please contact your Watson Wyatt consultant or:

Alison Leggate
01737 273395
trustee.training@watsonwyatt.com