Overview

Why the PTP

The Pension Trustee Practitioner (PTP) designation has been developed for those acting or wanting to act as a trustee of a defined contribution occupational pension scheme or Trust RAC, as well as a Pensioneer Trustee.

The Professional Certificate in DC Pension Scheme Trusteeship course aims to empower these individuals to gain and demonstrate the necessary knowledge, competence and skills to manage their scheme in accordance with the scheme rules, general trust law, and relevant provisions of the Pensions Act and associated regulations.

Course Aims

Course Aims

With the PTP designation you will be better equipped to:
  • understand the principles of trust law
  • comply with the legal and regulatory obligations as a trustee of a defined contribution occupational pension scheme
  • understand the roles of key parties in pension provision and the impact of regulatory provisions on their activities
  • ensure that the general administration and management of the scheme is effectively carried out
  • effectively deal with advisers when required in relation to appropriate investment strategies and options to be offered to members of the scheme
  • ensure the application of good governance of the scheme
Important Dates

Next Exam Session:

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The DC Pension Scheme Trusteeship programme is the newest addition to our suite of courses. This course has been developed for those acting or wanting to act as a Trustee of a defined contribution occupational pension scheme or Trust RACs, or as a director of a company acting as a Pensioneer or Professional Trustee of such arrangements.

Graduate Story

Pat O Sullivan, LIA CEO

PTP

PTP

To be awarded the PTP designation by LIA, you must register for and successfully complete a two module educational programme* offered by LIA’s academic education partner, the Institute of Banking which is a recognised college of University College Dublin (UCD).  Those who successfully complete this programme are awarded the Professional Certificate in DC Pension Scheme Trusteeship by UCD – a 30 ECTS (European Credit Transfer and Accumulation System) qualification at level 7 of the National Framework of Qualifications.

Industry Welcome

The Pensions Authority very much welcomes the launch of LIA’s new Pension Trustee Course. This initiative will allow current andfuture trustees to improve their understanding and knowledge of pensions and so better help their scheme members. We wish LIA and the participants every success.

Brendan Kennedy
Pensions Regulator

I am very pleased to welcome LIA’s new Level 7 course for DC Trustees. I believe this is an appropriate level for DC Schemes. As, hopefully, DC arrangements consolidate in the future, and membership of these schemes increases, good governance by trustees becomes more important as the possibility of Member Trustees opens up for those schemes. At present, it looks as though the new IORPS Directive will not require all trustees to be professionally qualified, so that expert guidance from the professionally qualified trustees will be vital for the governance of these schemes in the future. My compliments to LIA on another progressive initiative.

Paul Kenny
Pensions Ombusdman

The CGAI congratulates LIA on the Professional Certificate in DC Pension Scheme Trusteeship which focuses on the practical duties and responsibilities of trustees that this Level 7 qualification on the National Framework of Qualifications is a great support to the lay and professional trustee community.

James Kavanagh

Chairman of the Corporate Governance Association of Ireland (CGAI)

Entry

Entry Requirements

Holders of the QFA can apply for an exemption from the Principles module, resulting in just the Practices module to be successfully completed to obtain the PTP designation. In this instance the underlying academic award is not applicable. 

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Modules

Course Modules

DC Pension Scheme Trustee Principles

This module brings together the key competencies / topics from the three QFA modules relevant to those acting in a Trustee role

(QFA Pensions, QFA Investments and QFA Regulation). Holders of the QFA or APA (Pensions & Investments) will be entitled to apply for an exemption from sitting this module. 

Examinations
  • 75 multiple choice questions
  • 90 min exam at the end of the semester
  • The pass mark is 40%
Next Exam Date: 5th January 2019 Close Off Date: N/A Module Cost: €465

DC Pension Scheme Trustee Practices

The topics covered in this module include Sources of Law, Regulation, Trustee Obligations, Trust law Principles, Scheme Governance, Scheme Administration, etc, as well as a number of additional, relevant topics

Examinations
  • 100 multiple choice questions
  • Two-hour exam at the end of the semester
  • The pass mark is 40% 
Next Exam Date: 12th January 2019 Close Off Date: 4th October 2019 Module Cost: €465

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