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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

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

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  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

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