Workplace Savings Training Modules

The FSC Workplace Savings Committee have developed 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 available below and via the FSC YouTube channel.

Last updated 22 August 2022.

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.