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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:
| Being able to devote time to the subject without expending energy and cost travelling to seminars and external venues
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| Being able to personalise subjects and focus on the in-house agenda
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| Training specific to pre-agreed objectives
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| Training tailored to individual knowledge levels
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| Dates and timing arranged around own availability
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Introductory Training
| Gives prospective and newly appointed Trustees opportunity to:
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| Train at own pace on home ground
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| Learn about general and specific pension matters
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| Have a good understanding about what it means to be a Trustee
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| Learn about the legal and financial framework within which schemes have to operate
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| Choose the course most suitable for them according to experience and skills
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| Be comfortable in their early role around the Trustee table
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| 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
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| Sessions are best personalised to Trustees' individual and collective requirements. You will need to think through your own initial targets
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Training for the Certificate of Essential Pensions Knowledge
| Training for the Certificate:
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| Covers the examination syllabus step by step
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| Includes proven guidelines for study and examination technique
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| Is particularly focused to enhance scope for positive results
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| Offers a crammer day involving a mock, one hour examination, plus examination tips, and,
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| 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
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Ongoing training
| There should always be an agenda for Trustees' ongoing training, related to future business in hand
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| 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
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| 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.
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| 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.
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Venues
| At individual Trustees' home site or Head Office, or at host Trustee's premises.
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Timing
| Dates and timing are normally arranged around Trustees' availability
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| 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.
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Reading material
| 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.
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| 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.
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