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| Purpose
of Forum The purpose of The Pension Trustees Circle is to improve the quality of information available to pension fund trustees leading to the development of more effective trusteeship, improved scheme performance and a better understanding of the risks and responsibilities involved in the trusteeship of Occupational Pension Schemes whether Defined Benefit or Money Purchase Pension Arrangements. For Constitution & Rules, contact us. |
Timing and CPD
The Circle holds two main residential meetings each year, usually, in January and July. The seminars start late afternoon of the first day, finishing late on the following afternoon with overnight accommodation provided. Additional meetings include a special session before the Annual NAPF Conference (May), an International Seminar (September) and an Open Forum/Reception at Christmas. Both main meetings each earn 9.0 hours PMI Continuing Professional Development (CPD) credit while the annual NAPF and Open Forum Seminars each earn 2.5 hours credit. |
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| Venues
The main meetings are held at prestigious hotels in locations within easy reach of London. |
Membership
Category I: Open to experienced trustees and quasi-trustees of corporate and local authority pension funds. Although no charge is currently made for membership, representatives should aim to attend half of all meetings held by the Circle. Other Categories : Open to a limited number of other representatives from the pension investment management and advisory industries. Membership is open to a limited number of Accountants, Actuaries, third party Administrators, Consultants, Custodians, Financial Advisers, Independent Trustees, Insurance Companies, Investment Managers, Pooled Fund Operators, Property Advisers, Solicitors and Stockbrokers. |
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| Advisory
Committee The Forum is advised by an Advisory Committee comprising of trustee representatives of major UK pension schemes: Richard Balfe, ASBL MEP's Pension Fund; Alan Herbert, Box Clever Pension Scheme; Jonathan Lord, HP Pension Plans; Eric Stobart, Lloyds TSB Group Pension Scheme; Michael Woodmore, Mineworkers Pension Scheme; Gordon Ferguson, Motor Industry Pension Plans; Jane Newell OBE, Royal Mail Pensions Trustees Limited; Dennis Buckley, SAUL Trustee Company; Mike Samuel, Unilever Pension Fund and Peter Murray, Vita Pension Fund No1. |
Executive
The Forum is run by an Executive, which consists of Trevor Cook and Fred Jaffe (Directors). |
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If you are a pension fund and are not a member of this Forum but would like guest access to view the members area, please contact us for further information on the Forum. If you are a service provider & wish to contact us regarding the Pension Trustees Circle Forum please click here. |