Workplace Savings Training

TRAINING MODULES

The FSC Workplace Savings Committee have developed the first four videos in a series of training modules for those working in or with Workplace Savings Schemes. The videos are designed to provide a valuable free resource to those wanting a refresher or those looking to enter the workplace savings sector. 

New training modules are being planned and recorded. Please contact us if you have a specialised topic that you think should be featured, would like to participate in hosting a training module or want to be added to the mailing list so that you are updated when new modules are added online.

The training modules are also available via the FSC YouTube channel.
                                                       

Introduction to Workplace Savings Training Modules Richard Klipin, Financial Services Council CEO introduces the new workplace savings schemes training modules .

Trusteeship Training Module             In this first module, David Ireland, Partner, Dentons Kensington Swan and Philippa Kalasih, Senior Associate, Mercer (N.Z.) Limited give an introduction to Trusteeship.

                                                     

Investments Training Module             Mihir Tirodkar, PhD, CFA Senior Analyst, Russell Investments provides an introduction to investments in this second training module.	Governance Training Module - Part 1           Licensed Independent Trustees Tim McGuinness and Bryan Connor, introduce governance in this first part of the Governance Training.
Restricted Schemes Training Module             Exemption relief and ESCT issues with Mike Woodbury from Chapman Tripp.	Trustee Discretion Training Module           David Ireland from Dentons Kensington Swan, and Bruce Kerr, Licensed Independent Trustee, talk through trustee discretions and decision-making.
Governance Training Module - Part 2             Part 2 of the Workplace Savings Governance Training Module with Licensed Independent Trustees Tim McGuinness and Bryan Connor.

 

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