TrusteeTrainingModules

1. Background to trusts roles....

Video: Background to trusts roles and responsibilities
Slides: Background to trusts roles and responsibilities

2. Pensions Act, Role of Pensions..

Video: Pensions Act, Role of Pensions Authority and Penalties
Slides: Pensions Act, Role of Pensions Authority and Penalties

3. Other Legislation – Family Law..

Video: Other Legislation – Family Law Acts, Employment Law, Insolvency Law, Statutory Leave
Slides: Other Legislation – Family Law Acts, Employment Law, Insolvency Law, Statutory Leave

4a. Other (Misc) - Equal Pension...

Video: Other (Misc) - Equal Pension Treatment
Slides: Other (Misc) - Equal Pension Treatment

4b. Other(misc) – EU Data Reporting

Video: Other (misc) – EU Data Reporting
Slides: Other (misc) – EU Data Reporting

4c. Other (Misc) – Preservation

Video: Other (Misc) – Preservation
Slides: Other (Misc) – Preservation

4d. Other (Misc) – Trustee Duties..

Video: Other (Misc) – Trustee Duties – Wind up and bulk transfers (DC)
Slides: Other (Misc) – Trustee Duties – Wind up and bulk transfers (DC)

4e. Other (misc) – Cross-border...

Video: Other (misc) – Cross-border schemes
Slides: Other (misc) – Cross-border schemes

4f. Other(Misc) – Data Protection..

Video: Other (Misc) – Data Protection Considerations for Trustees
Slides: Other (Misc) – Data Protection Considerations for Trustees

5a. Disclosure & Member (DB)..

Video: Disclosure & Member Complaints, Dispute Resolution and the role of the FSPO (DB)
Slides: Disclosure & Member Complaints, Dispute Resolution and the role of the FSPO (DB)

5b. Disclosure & Member (DC)..

Video: Disclosure & Member Complaints, Dispute Resolution and the role of the FSPO (DC)
Slides: Disclosure & Member Complaints, Dispute Resolution and the role of the FSPO (DC)

6. Investments (DC) – Trustee ....

Video: Investments (DC) – Trustee Training Module

7. Actuarial – Trustee Training...

Video: Actuarial – Trustee Training Module
Slides: Actuarial – Trustee Training Module

8. Role of the Administrator

Video: Role of the Administrator
Slides: Role of the Administrator

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