Trustee Online Training - Essentials - Part 1 & 2

Please note this is a two part course which will take place on two consecutive Fridays on 12th June and 19th June 2026. 

You will be automatically enrolled for Part 2. The full course fee will be charged at the time of booking. 

This course has been designed for new Trustees and is also suitable for Trustees who have attended Trustee Training in the past but wish to refresh their knowledge.

The IAPF Essentials course covers all of the areas recommended by the Pensions Authority and provides participants with an introduction to the tools and techniques that will assist them towards becoming effective members of a trustee board. It will also help those who provide support to the trustee board to understand the essential requirements of trusteeship.

The course focuses not only on the theory of trusteeship but also on the practicalities - through a mix of presentations by experts, group interaction and real life case studies.

The course content is continually updated to reflect current legislation and trustee requirements and includes what Trustees should be doing to ensure their schemes can address any additional regulatory requirements that are likely. 

The core topics that will be covered will be: Regulation & Compliance, Trustee Governance, Investment, Administration, Actuarial, Legal Issues, Workshops

The course will now be held via a live interactive online presentation held over two days. Each session should take approximately three hours. Participants are required to attend both Part 1 and Part 2 of this training. 

Part 1 Background to Irish Pension Provision - Legal Issues - Essentials of Trustee Governance - Essentials of Investment - Data Protection 

Part 2 Pensions Regulation and Compliance - Disclosure of Information - Pensions Authority Codes of Governance - IORP II – Pensions Authority Guidelines Essentials of Actuarial Practice

CPD

Part 1 & 2 of this training course will be allocated a total of 6 CPD hours by the IAPF for ongoing trustee training requirements.

We will apply for 6 hours CPD under Category 2. Pensions, Category 3. Savings & Investments & PTP f

LIA Part 1, LIA04163_2026 & LIA Part 2, LIA04164_2026
IOB Part 1, 2026-0787 &  IOB Part 2, 2026-0786 
and IIPM.

If you have a query relating to the CPD hours, please contact the relevant awarding bodies.