The Workshop

PRE CONFERENCE WORKSHOP

About the workshop

Avoiding and resolving potential conflicts with trustees: an emerging model for closer, more flexible relationships.

Monday 27th February 2006

Led by: John Batting, CEO, Punter Southall

The current pension fund deficit climate is putting greater attention on the role of pension scheme advisers and the balance of power in the management of pension schemes. It is vital that advisers now work more closely together to avoid conflict and to ensure the maximum investment potential is reached. This intensive one-day workshop will give you practical tools to manage your trustee relationship better and to avoid possible action by trustees should an issue of negligence or general mismanagement arise.

Workshop schedule
09.30	Delegate registration and coffee
10:00	SESSION 1: Pensions tensions: the bigger picture and the need for a new trustee/corporate relationship The Pensions Bill update and other Pension regulations and their impact on the corporate/pension fund trustee relationship Corporate Governance Who wants to be a trustee? What Trustees can expect from their consultants
11.10	Morning refreshments
11:30	SESSION 2: Why do conflicts arise between corporates and trustees? DC and DB scheme trustees and their power to determine investment strategy Good communication and administration tactics Alternative investments and the need for greater fl exibility Pension fund deficits and the impact on the trustee/ corporate decision-making and control
12.45	Lunch
14:00	SESSION 3: Structures for monitoring, measuring and remunerating your trustee The Trust Deed: getting the balance of power documented Optimising your trustees investment decision-making capability Creating the right framework for a new working relationship
14.50	Afternoon refreshments
15:05	SESSION 4: Avoiding and managing the type of conflicts that may arise between corporates and trustees Pension funding and negotiations: how to avoid these conflicts? How to resolve these conflicts at different stages? Use of mediation in these conflicts Role playing some potential conflicts: practical tips to consider in mediation situations
16.00	Close of workshop

About the workshop leader

The main workshop leader is John Batting, CEO of Punter Southall. John trained with a major benefits consultancy after graduating in Mathematics at Cambridge University in 1980. In 1984, he moved to a smaller benefits consultancy where he completed his training and rapidly progressed to Director and later Managing Director. John is now the Chief Executive of Punter Southall, and he provides advice on a wide range of schemes, from small self-administered schemes to those run by large public companies. John is a Fellow of the Faculty of Actuaries.

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