Courses

TPMA - Course Information
Courses can be booked using the Application Form (available on the right hand side of this page under the Downloads menu).

24 March
Pension Scheme Investment
1 day
London
£650.00 plus VAT

16 June
Pension Scheme Investment
1 day
London
£650.00 plus VAT

14 September
Pension Scheme Investment
1 day
London
£650.00 plus VAT

8 December
Pension Scheme Investment
1 day
London
£650.00 plus VAT

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Essential TKU Course for Pension Trustees
TPMA have devised an intensive two day course for all trustees and others who work in the Pensions industry.

The course is designed to ensure attendees satisfy the core Trustees Knowledge and Understanding requirements of the Pensions Act.

25 – 26 March
Trustee Knowledge and Understanding (moderate)
2 days
London
£595 plus VAT

17 – 18 June
Trustee Knowledge and Understanding (moderate)
2 days
London
£595 plus VAT

24th June
1 Day TPMA Intensive Course (TKU)
£750 plus VAT

15 – 16 September
Trustee Knowledge and Understanding (moderate)
2 days
London
£595 plus VAT

9 – 10 December
Trustee Knowledge and Understanding (moderate)
2 days
London
£595 plus VAT

The two day course will cover the key areas outlined by the Pensions Regulator.
• Pension Schemes – general introduction
• The Regulatory Environment
• Trust law and trustees
• Taxation and pensions
• New trustees – relevant scheme documents
• Organisation and administration
• Disclosure of information and reporting to the Regulator
• Investments
• Principles of Investment
• The investment process
• Scheme funding
• Discharging scheme liabilities; transfers and winding up

The course covers both defined benefit and defined contribution schemes.

The training will be provided by professional training experts Emile Woolf International, together with technical advice from Punter Southall, the actuaries and pension advisors. Emile Woolf International provides professional training to a number of the worlds largest organisations including; PricewaterhouseCoopers, Ernst & Young and a number of FTSE 100 Companies.

The course leaders are renowned both for their grasp of the subject and for their ability to make technical subject matter interesting.

Further advanced courses are available on request.

The courses can be booked directly by telephone, using the internet (coming soon), or using the forms on the back of our brochure which can be downloaded from this site using the menu in the right hand column of this page.

On the first day of the course attendees will receive a free copy of the TPMA publication “The Pension Trustee Guide" which retails at £95.00.