Pension Trustee Training

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Pension Trustee Training

Training course for trustees of Defined Contribution Schemes 

Wednesday 12th October - Dublin West

 

 
3 Hour Information Seminar  -  10.00am to 1.00pm 
Presented by IPASS in association with James Caron BA, LLB, QFA, FLIA, MIIPM, RPA 

BOOK ONLINE TODAY!

 

Under the Pensions Act 1990 (as amended), trustees have the main responsibility for the administration of funded occupational pension schemes and compliance with the requirements that apply to these schemes.

 

Did you know?
  • Pension trustees are required to undertake specific training within 6 months of being appointed.
  • All pension trustees are required to undertake training every 2 years thereafter.
  • Details of any training course undertaken by pension trustees is required to be included in the Pension Scheme’s Annual Report

Course Outline

  • Introduction to Pensions
  • Trusts & Trust Law
  • Role and Duties of Trustees
  • Investments
  • Scheme Financing
  • Scheme Administration
  • Disclosure of Information
  • Pensions Act 1990 (as amended)
  • Other legislation affecting trustees

 

Who will benefit from attending this information seminar?

If you are a pension trustee or are involved in the administration of a pension scheme, then this seminar will be of immense benefit. 

 

Course Presenter

James Caron, QFA FLIA, has 24 years’ experience in Financial Services, during which time he spent 8 years with Standard Life, latterly as Pensions Development Manager, moving to Ulster Bank Wealth in 2007 as Associate Director. He joined Bank of Ireland Life in Galway 2010 where he was Pensions Manager for the West and Northwest/Midlands regions. In August 2012 James joined Lucas Financial Consulting who specialise in Retirement Planning, Investments, Business and Family Protection. These services are offered on a business to business basis for clients of Accountancy Practices as well as personal clients. In addition to holding the QFA FLIA, James is a Bachelor of Law (BA, LLB) and holds the Irish Institute of Pensions Management’s Membership qualification (MIIPM). He is a member of LIA’s Board of Directors. James is married with one child and lives in Galway City.

 

CPD/CPE Hours
Attendance at this seminar may qualify for 3 CPD/CPE hours for members of the Institute of Chartered Accountants in Ireland, the Association of Chartered Certified Accountants, the Institute of Certified Public Accountants in Ireland, the Irish Taxation Institute, the Law Society; Accounting Technicians Ireland and other professional bodies.

 

Timetable
Courses run from 10.00am - 1.00pm - tea/coffee on arrival. mid-morning & mid-afternoon and lunch will be provided.

 

Course Fees 

IPASS Members

€150

Non Members

€175

BOOK ONLINE TODAY!

 

 

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Contact Information

  • The Irish Payroll Association
  •   IPASS House,
    H4 Centrepoint Business Park,
    Oak Road, Dublin 12
  •   (01) 4089100
  •   (01) 4089102
  • Contact US
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