Training on Advanced Pension Trustee Leadership & Fiduciary Governance

Module 1: Advanced Fiduciary Duty & Trustee Accountability

• Legal and ethical foundations of fiduciary responsibility

• Duties of care, loyalty, and prudence

• Personal liability, indemnities, and trustee protections

• Decision-making standards and documentation

• Case Study: Fiduciary failure and trustee liability

Module 2: Pension Governance & Board Effectiveness

• Governance frameworks and board charters

• Roles of trustees, committees, and management

• Trustee competence, independence, and performance evaluation

• Managing board dynamics and conflicts

• Case Study: Strengthening pension board effectiveness

Module 3: Investment Oversight & Strategic Decision-Making

• Trustee responsibilities in investment governance

• Reviewing investment policies and asset allocation

• Performance monitoring and manager oversight

• Understanding risk-adjusted returns

• Case Study: Investment governance breakdowns and lessons learned

Module 4: Risk Management, Ethics & Conflict of Interest 

• Risk governance and trustee risk appetite

• Identifying and managing conflicts of interest

• Ethical leadership and conduct standards

• Regulatory compliance and trustee behavior

• Practical Session: Developing a trustee ethics and conflict framework

Module 5: Trustee Leadership in Complex & Crisis Scenarios 

• Decision-making under uncertainty and crisis

• Managing disputes, underperformance, and regulatory scrutiny

• Stakeholder and member communication

• Continuous improvement and trustee development

• Practical Session: Trustee decision simulation and action planning