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

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Presentation transcript:

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 Jim Murphy, Principal, Milliman Limited – Overview of EU legislation on Package Retail Investment Products, the Insurance Guarantee Scheme & Gender Directive. Tea & coffee

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

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

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

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