A changed environment for Pension Scheme Trustees
Event Details
Free
Date and Time
Thu, 10 July 2025
12:00 - 13:00
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before your event.
Event Details
Free
Date and Time
Thu, 10 July 2025
12:00 - 13:00
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before your event.
IOB would be delighted if you could join us for this taster event for our new programme, the Professional Certificate in Pension Trusteeship.
This programme is suitable for those who wish to gain the knowledge and skills needed to effectively carry out the role of a pension trustee. It has been deemed to meet the collective qualification and knowledge requirements for trustees.
We will be joined at this event by Brian Macdonald, Managing Director of Trustee Decisions Limited who is one of the lecturers on the programme. His session will focus on outlining how the role and responsibilities of a pension scheme trustee has changed significantly over the last number of years with a lot more change coming.
Brian will take us through the main changes and what pension scheme trustees can expect to see moving forward. This will include an update of what is happening from a regulatory perspective.
We look forward to you joining us for this information session.
There is 0.5 CPD hours available for the following designations:
QFA - Pensions only
CPD- Pensions only
Registered Stockbroker- Pensions only
Licentiate of Compliance Institute
Fellow of Compliance Institute (Compliance)
Wealth Management Professional
Retirement Planning Professional
Brian MacDonald
Managing Director of Trustee Decisions Limited
Brian is the Managing Director of Trustee Decisions Limited an Irish professional trustee company, providing independent trustee services to private and public corporate clients. He is an experienced pension scheme trustee and a recognised pensions expert having worked in trustee and pensions technical knowledge roles throughout his career.
He has over 30 years of experience in the life and pensions industry both in Ireland and the UK working with all types of pension arrangements. He acts as chairperson to a mix of defined contribution and defined benefit pension schemes. Brian was previously the head of the Life and Pensions Technical Support area for New Ireland Assurance leading a number of expert teams. He is an Associate of the Chartered Insurance Institute, Licentiate of the Compliance Institute and he also holds the Pension Trustee Practitioner (PTP) qualification of the LIA.
Brian was recently appointed chair of the Association of Pension Trustees in Ireland (APTI) and is also the current chair of the Pensions Working Group of the Compliance Institute. He sits on the DC Committee of the Irish Association of Pension Funds (IAPF) and was previously chair of Insurance Ireland’s Pensions Committee.
