CTAM Certified Trustee Analyst Manager™
Thousands of individuals still volunteer each year to become trustees and find it a worthwhile and interesting job. Yet being a trustee has never been more demanding. The 2004 Pensions and Finance Acts imposed over 100 sets of new rules and regulations on schemes, including scheme specific funding and tax simplification. Trustees must now be…
Original price was: $2,390.00.$2,190.00Current price is: $2,190.00.
Location: Live Virtual
Course Overview
Thousands of individuals still volunteer each year to become trustees and find it a worthwhile and interesting job. Yet being a trustee has never been more demanding. The 2004 Pensions and Finance Acts imposed over 100 sets of new rules and regulations on schemes, including scheme specific funding and tax simplification. Trustees must now be familiar with corporate finance issues in order to assess the strength of the scheme sponsor’s covenant; they are having to find new and innovative ways of funding pension scheme deficits such as contingent assets and escrow accounts; and they find themselves under pressure to be responsible investors. Meanwhile the new pro-active Pensions Regulator can impose heavy penalties on trustees who breach the law.
In addition to all this change, trustees are now required to have the appropriate level of trustee knowledge and understanding – TKU. Whilst many will acquire their TKU through different sources, it’s always helpful to have access to a handy, up-to-date, practical guide,
Thus, this training program covers every aspect of trusteeship from taking advice to investment and paying benefits.Benefits of Attending
• Respond to many of the questions relating to the role of trustees which have emerged over the last ten years
• Understand the change in the ‘tone’ of the legislation, marking a transformation from the former co-operative and collective approaches adopted between trustee and employer
• Know the principles of funding and investments of pension funds
• Understand the law of pensions and trusts
• Increase the required knowledge in the scheme deed and rules and certain other scheme documents
• Give a strong grounding duties of pension fund trustees and what is expects
• Look at the practical problems faced by trustees and offer alternative solutions to them accordingly
• Provide further sources of trustee management informationWho Should Attend
This highly practical course has been specifically designed for:
• Trustees
• Directors
• Heads of Funds
• Chief Investment Officers
• Fund Managers
• Principle Officers
• Fund Administrators
• Human Resource Managers
• Employee Benefits, Manager
• Employee Benefits
• Investment Managers
• Asset Managers
• Benefit Administrators
• Head of Alternative Investments
• Portfolio Managers
• Pension Fund Risk Managers
• Pension Risk Assessors
• Pension Lawyers
• Legal Pension Advisors
• Executive Boards of Funds
• Financial Risk Managers
• Pension Fund Communication Professionals
• Financial AnalystsPlus anyone who is responsible and forms part in Trustees
Certification Body
The GAFM was founded in 1996 by the original founders of the Graduate Leadership Society. The Founders of our Standards Board are CEOs, Executives, Professors, and industry experts from around the globe. We desire to raise education standards and ethics in the business and management industries. The Standards Policy Board awards specialized board certifications, designations, and charters in the fields of: finance, accounting, management, and consulting fields to qualified professionals who have completed internationally recognized or accredited exams & education, government recognized degrees and documented management credentials and experience. Since 1996, the Academy has been promoting accredited graduate standards for certification in business, management, law, and finance. Since the inception with the founding of the Graduate Institute of Leadership in 1996, the Academy has been focused on quality assurance with accredited education, exams, assessment, education, ethics, and continuing education. Further, applicants must also have the necessary experience in practice, research or publications in their respective areas of expertise.
