Trustee Training Courses & Seminars 2015
04 March Trustee SSAS Seminar 2015 11:15am Glasgow Free to attend seminars@barnett-waddingham.co.uk 04 March Adviser SIPP and SSAS Seminar 2015 3:30pm - 5:15pm Glasgow Free to attend seminars@barnett-waddingham.co.uk 04 March Joint Human Resources / Trustee PensionsConnection 4:30pm - 6:00pm 05 March Trustee SSAS Seminar 2015 11:15am Leeds Free to attend seminars@barnett-waddingham.co.uk 05 March Adviser SIPP and SSAS Seminar 2015 3:30pm - 5:15pm Leeds Free to attend seminars@barnett-waddingham.co.uk 06 March PMI: Administration Summit 2015 New Regulation = Admin Revolution? 4:30pm America Square Conference Centre, London, EC3N 2LB Members 355.50 Non-members 445.50 0207 392 7428 / vsherriff@pensions-pmi.org.uk 11-13 March Investment Conference: Living Longer, Investing Smarter 9:30am 6:15pm 7:45am 1 2:00pm EICC, The Exchange, Edinburgh, EH3 8EE NAPF member, fund - 480 NAPF member, fund - Chair of Trustees and / or ISC - No charge NAPF member, business - 3,192.00 Non-member - 5,838.00 02076 011740 / varsha.gowda@napf.co.uk Prepared by Inside Pensions Page 2 of 13
17 March Talking to Employees About Saving in Workplace Pensions 17 March DB to DC transfers post 5 April 2015 10:30am EC2V 6BW http://www.barnett-waddingham.co.uk/events/ 19 March Eversheds: Pensions: key trustee and employer responsibilities 9:30am 4:30pm Bridgewater Place, Water Lane, Leeds LS11 5BZ 479 +VAT CPD credits available 0845 498 4040 / training@eversheds.com 19 March DB to DC transfers post 5 April 2015 10:30am Barnett Waddingham, Pinnacle, 67 Albion Street, Leeds, LS1 5AA http://www.barnett-waddingham.co.uk/events/ 19 March Stewardship Accountability Forum 12:00pm NAPF London The forum is open to pension funds only and is free to attend. 20 March Schroders: Trustee Training 2015 12:30pm 31 Gresham Street, London, EC2V 7QA Free to attend Members of some professional bodies may be able to claim CPD credits for attending this event. https://www.schrodersevents.co.uk/ 24 March London Prepared by Inside Pensions Page 3 of 13
24 March Part 2: The Practice 24 March DB to DC transfers post 5 April 2015 10:30am Etc Venues Maple House, 150 Corporation Street, Birmingham, B4 6TB http://www.barnett-waddingham.co.uk/events/ 25 March Manchester 26 March Birmingham 31 March Teach-in 03: Freedom in a World of Governance 4:30am 5:30pm 22 April London 23 April Russell Investments: Trustee Development Investment Workshop London Free to attend 020-7024-6270 / GYeaman@RUSSELL.COM Prepared by Inside Pensions Page 4 of 13
23 April Managing Change in Workplace Pensions 24 April Schroders: Trustee Training 2015 Marriott Bristol Royal Hotel, College Green, Bristol, BS1 5TA Free to attend Members of some professional bodies may be able to claim CPD credits for attending this event. https://www.schrodersevents.co.uk/ 05 May Part 1: The Theory 06 May Part 2: The Practice 14 May Eversheds: Pensions: key trustee and employer responsibilities 9:30am 4:30pm 115 Colmore Row, Birmingham B3 3AL 479 +VAT CPD credits available 0845 498 4040 / training@eversheds.com 15 May PMI: Prickly Pensions 4:10pm Drapers Hall, Throgmorton Avenue, London EC2N 2DQ Members 265.50 Non-members 445.50 02073 927428 / vsherriff@pensions-pmi.org.uk Prepared by Inside Pensions Page 5 of 13
18-20 May NAPF Local Authority Conference 2015 9:30pm 10:00pm Cotswold Water Park, Four Pillars Hotel, Lake 6 Spine Road East, South Cerney, Gloucestershire, GL7 5FP Local Authority Officer / Councillor NAPF member 350.00 Local Authority Officer / Councillor non member 490.00 Service provider to Local Authorities NAPF member 2,670.00 Service provider to Local Authorities non member 3,840.00 20 May Russell Investments: Trustee Development Investment Workshop Liverpool Free to attend 020-7024-6270 / GYeaman@RUSSELL.COM 21 May Russell Investments: Trustee Development Investment Workshop Leeds Free to attend 020-7024-6270 / GYeaman@RUSSELL.COM 27 May London 28 May London 29 May Schroders: Trustee Training 2015 Library of Birmingham, Centenary Square, Broad Street, Birmingham, B1 2ND Free to attend Members of some professional bodies may be able to claim CPD credits for attending this event. https://www.schrodersevents.co.uk/ Prepared by Inside Pensions Page 6 of 13
04 June Trustee Training 8:45am 4:30am EC2V 6BW 450 +VAT http://www.barnett-waddingham.co.uk/events/ 04 June Reading 09 June Finance Director PensionsConnection 10:15am 09 June Defined Contribution PensionsConnection 4:30pm 6:00pm 10 June Trustee Training 8:45am 4:30am Silver Springs House, 2 Topaz Way, Birmingham Road, Bromsgrove, B61 0GD 450 +VAT http://www.barnett-waddingham.co.uk/events/ 17 June Part 1: The Theory 24 June Glasgow Prepared by Inside Pensions Page 7 of 13
25 June London 25 June Manchester 30 June Trustee PensionsConnection 6:00pm 02 July Eversheds: Pensions: key trustee and employer responsibilities 9:30am 4:30pm Eversheds House, 70 Great Bridgewater Street, Manchester, M1 5ES 479 +VAT CPD credits available 0845 498 4040 / training@eversheds.com 08 July Hot Topic Seminar: DC 09 July Stewardship Accountability Forum 12:00pm NAPF London The forum is open to pension funds only and is free to attend. 14 July Corporate Governance PensionsConnection 10:15am 02 Automatic Enrolment 2:00pm 5:00pm Prepared by Inside Pensions Page 8 of 13
02 Pension Basic 03 Understanding Investment 10 Trustee Training 8:45am 4:30am Pinnacle, 67 Albion Street, Leeds, LS1 5AA 450 +VAT http://www.barnett-waddingham.co.uk/events/ 10-11 World Pension Summit 6:45pm 4:30pm Louwman Museum / The Hague, Leidsestraatweg 57, 2594 BB The Hague, The Netherlands 1458.50 +21% Dutch VAT http://register.worldpensionsummit.com/2015 info@worldpensionsummit.com 15 Hot Topic Seminar: DB 16 Stewardship Accountability Forum 12:00pm NAPF London The forum is open to pension funds only and is free to attend. 17 Part 1: The Theory Prepared by Inside Pensions Page 9 of 13
23 Eversheds: Pensions: key trustee and employer responsibilities 9:30am 4:30pm 1 Wood Street, London, EC2V 7WS 479 +VAT CPD credits available 0845 498 4040 / training@eversheds.com 23 Finance Director PensionsConnection 10:15am 23 Defined Contribution PensionsConnection 4:30pm 6:00pm 24 Part 2: The Practice 01 October Talking to Employees About Saving in Workplace Pensions 06 October Trustee PensionsConnection 10:15am 06 October Human Resources PensionsConnection 4:30pm 6:00pm Prepared by Inside Pensions Page 10 of 13
14-16 October Annual Conference & Exhibition Manchester Central Registration for the event opens in Spring 2015. 21 October Part 1: The Theory 30 October Schroders: Trustee Training 2015 London Part 1 31 Gresham Street, London, EC2V 7QA Free to attend Members of some professional bodies may be able to claim CPD credits for attending this event. https://www.schrodersevents.co.uk/ 05 The Employer Covenant Linklaters LLP, One Silk Street, London, EC2Y 8HQ 06 Schroders: Trustee Training 2015 London Part 2 Oulton Hall, Rothwell Lane, Oulton, Leeds, LS26 8HN Free to attend Members of some professional bodies may be able to claim CPD credits for attending this event. https://www.schrodersevents.co.uk/ 11 Part 1: The Theory Prepared by Inside Pensions Page 11 of 13
11 Trustee Training 8:45am 4:30am Silver Springs House, 2 Topaz Way, Birmingham Road, Bromsgrove, B61 0GD 450 +VAT http://www.barnett-waddingham.co.uk/events/ 12 Managing Change in Workplace Pensions 19 Scotland Conference 15 Dynamic Earth, Edinburgh Registration will open in Summer 2015 19 Trustee Training 8:45am 4:30am EC2V 6BW 450 +VAT http://www.barnett-waddingham.co.uk/events/ 26 Stewardship Accountability Forum 12:00pm NAPF London The forum is open to pension funds only and is free to attend. 27 Schroders: Trustee Training 2015 London Part 2 12:30pm 31 Gresham Street, London, EC2V 7QA Free to attend Members of some professional bodies may be able to claim CPD credits for attending this event. https://www.schrodersevents.co.uk/ December 2015 NAPF Trustee Conference London Prepared by Inside Pensions Page 12 of 13
New for 2015: Online Training courses and exams The Pensions Regulator: The Trustee Toolkit SAGE: Specialised Training, Auto-Enrolment Free to undertake 100.00 +VAT https://trusteetoolkit.thepensionsregulator.gov.u k/ The Pensions Management Institute (various) https://training.sage.co.uk/autoenrolment/home http://www.pensions-pmi.org.uk/qualificationsand-learning/ CFA Institute: Claritas Investment Certificate https://www.cfainstitute.org/pages/index.aspx Prepared by Inside Pensions Page 13 of 13