Education Programme Info

Trustee Education Programme

Each year Workplace Savings NZ offers an education programme to support those working in the superannuation or trust industry.  We encourage all Trustees/Directors of superannuation schemes, charitable trusts and incorporated societies to make this programme a vital part of their on-going education.

Other professionals working in the industry will also benefit from attending this programme (fund secretaries, fund administrators, service providers, fund managers, human resource and employee benefit managers, accountants, solicitors, etc.)

Workplace Savings NZ Certificate in Trusteeship

The Workplace Savings NZ Certificate of Trusteeship is awarded to all those who complete the four modules.   We encourage all Workplace Savings members to make completion of the Workplace Savings NZ Certificate in Trusteeship the minimum formal learning benchmark for each of their Trustees.

Programme Format

Each module is run as a half-day session.   Class sizes are limited to facilitate an interactive 'workshop' learning environment including case studies and discussion.    A summary of the Modules currently on offer follows below.

1.   Introduction to Trusteeship

This education module will give scheme trustees, employers and administrators an insight into:

  • Trustees' Basic Responsibilities
  • Registering a Superannuation Scheme
  • Legislative Overview
  • Exercising Discretions

Date:  To be confirmed as Wednesday 26 May 2010 (AM), Wellington.

2.   Best Practice Governance

A practical understanding of:

  • Setting a code of conduct
  • Managing the business plan
  • Conducting effective meetings
  • How to contribute effectively, work together, and obtain the best results
  • How to identify risk issues and make decisions
  • Selection/appointment/monitoring/challenging service providers
  • Managing relationships (communication) with stakeholders

Date:  To be confirmed as Wednesday 26 May 2010 (PM), Wellington.

3.   Introduction to Wholesale Investing

An overview of Trustees' fiduciary responsibilities in investing fund assets, including:

  • Investment responsibilities & procedures
  • Statement of Investment Policies & Objectives
  • Investment managers
  • Understanding investments - the basics

Date: To be confirmed for May 2010.

4.   Trustee Investment Decisions

Focuses on the investement decisions Trustees are faced with, including:

  • Selecting and mixing fund managers
  • Selecting a consultant
  • Evaluating investment surveys
  • Different types of investment vehicles
  • Managing own assets

Date: To be confirmed as Thursday 27 May 2010, Wellington.

Programme Prices

  • Workplace Savings NZ members: $295.00 (GST inclusive)
  • Non-members: $395.00 (GST inclusive)

Should an attending non-member join Workplace Savings NZ within one month of undertaking the course, the first year's membership subscription will be reduced by $100.00 (GST inclusive).

Register your interest in the any of the above modules at info@workplacesavings.org.nz