Comberford Pension Fund Srvices

IN-HOUSE TRUSTEE TRAINING

 
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  TRUSTEES' IN-HOUSE TRAINING
 
  Introductory (for prospective and
      newly appointed Trustees)
  Advanced
      (PMI Trustee Certificate)
  Bespoke
      on-going (client chosen subjects)

 
   SECRETARY TO TRUSTEES
 
   SCHEME DISCLOSURE
 
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The Guide for Pension Trustees
 

All Pension Trustees and Managers will benefit from this practical easy to follow manual
 

Order your copy via the Message Box on the Contacts Page
 
 
   
 
  TRUSTEES' IN-HOUSE TRAINING
 
   

Comberford is established nationally as a provider of bespoke, specialised, Trustees' training to quality standards.

Comberford's training material features in the recommended core reading section of the Pension Management Institute's Trustee Certificate Handbook.

Comberford has supplied training for Trustees of over 80 different pension schemes. It has also supplied training to the Consultancy industry and pension providers. The highest client references are available.

In-House training means:

Training Being able to devote time to the subject without expending energy and cost travelling to seminars and external venues
Training Being able to personalise subjects and focus on the in-house agenda
Training Training specific to pre-agreed objectives
Training Training tailored to individual knowledge levels
Training Dates and timing arranged around own availability


Introductory Training

Gives prospective and newly appointed Trustees opportunity to:
 
Training Train at own pace on home ground
Training Learn about general and specific pension matters
Training Have a good understanding about what it means to be a Trustee
Training Learn about the legal and financial framework within which schemes have to operate
Training Choose the course most suitable for them according to experience and skills
Training Be comfortable in their early role around the Trustee table
Note: The idea is not to convert newly appointed Trustees into pension specialists. The idea is to confirm that the existing experience, common sense, skills and talents, with basic pensions knowledge applied, can fit easily into the Trustees' role
Training Sessions are best personalised to Trustees' individual and collective requirements. You will need to think through your own initial targets


Training for the Certificate of Essential Pensions Knowledge

Training for the Certificate:
 
Training Covers the examination syllabus step by step
Training Includes proven guidelines for study and examination technique
Training Is particularly focused to enhance scope for positive results
Training Offers a crammer day involving a mock, one hour examination, plus examination tips, and,
Training for some, depending on experience and preference, study will need to involve a minimum of four whole days to do justice to the syllabus and to increase the certainty of passing the examination


Ongoing training

Training There should always be an agenda for Trustees' ongoing training, related to future business in hand
Training Ongoing training is most effective when held close to, or on, days when Trustees would otherwise be meeting and where it covers business in hand
Training Comberford's ongoing training sessions are always designed to order. They build upon the levels of knowledge acquired at the Introductory and Certificate stages and supplement individual Trustees' experience with training personalised to the operational requirements of the in-house scheme.
Training Ongoing training is invariably carried out with the tutor having some knowledge of the content of the basic scheme information and any other relevant documents, as available, relating to the in-house pension scheme and the agenda agreed.


Venues

Training At individual Trustees' home site or Head Office, or at host Trustee's premises.


Timing

Training Dates and timing are normally arranged around Trustees' availability
Training Introductory training is best arranged over a series of sessions if the aim is to cover a range of specific subjects such as scheme rules, investment, scheme accounts, disclosure and funding, etc.


Reading material

Training The tuition material for Introductory Training and Certificate Training is the "Guide for Pension Trustees". The Guide fully covers the syllabus for the PMI Trustee Certificate and is PMI recommended core reading. Comberford is the author of the Guide which can be obtained from NTC Publications Ltd, PO Box 69, Henley on Thames, Oxfordshire   RG9 1GB.

Training For Certificate candidates, a "Preparation Pack" is also available. The Preparation Pack contains 160 specimen questions, recommended examination technique, key crammer notes and a "limits and timeframes" quiz.




 
       
   
Contacts

Visit us by E-Mail:   pal.comberford@virgin.net

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Comberford Pension Fund Services
140 Comberford Road, Tamworth, Staffordshire B79 8PG, England
Tel/Fax: 0044 (0)1827 61771

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Last updated: April 4th, 2006.
This Page address: http://www.ldb.co.uk/comberfd/training.htm
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