1 / 5

APTI Annual Conference 2011 Introduced by Gerard Keane, Chairman of APTI

APTI Annual Conference 2011 Introduced by Gerard Keane, Chairman of APTI. Agenda. Gerard Keane – Introduction Paul Dunne & John McCarthy – SORPS & a brief update on the calculator Ciaran Martin, IIPM – Educational Courses in Pensions

juro
Download Presentation

APTI Annual Conference 2011 Introduced by Gerard Keane, Chairman of APTI

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. APTI Annual Conference 2011 Introduced by Gerard Keane, Chairman of APTI

  2. Agenda • Gerard Keane – Introduction • Paul Dunne & John McCarthy – SORPS & a brief update on the calculator • Ciaran Martin, IIPM – Educational Courses in Pensions • Jim Murphy, Principal, Milliman Limited – Overview of EU legislation on Package Retail Investment Products, the Insurance Guarantee Scheme & Gender Directive. • Tea & coffee

  3. Agenda • Paul Kenny, Pensions Ombudsman – “The Role of the Pensions Ombudsman” • Brendan Kennedy, Chief Executive of The Pensions Board – “The Responsibilities of Trustees” • Questions

  4. Activities & Achievements of APTI in 2010 • Continued development of the Funding and SORPS Calculator. • Members Survey in December 2009 • Trustee Training Manual update and Trustee training for all Pensioneer Trustees • PFT Calculator • Technical updates via Members Forum • 8 Committee meetings, 4 Member meetings, 3 Revenue meetings and 2 Pensions Board meetings since last Conference

  5. Activities for 2011 • Updated Standard Trust Deed provided to members at minimal cost • Updates on RA audits • Implement program to promote Self Administered Pensions • Legal and technical updates – Members Forum • LinkedIn Forum for Members

More Related