Invitation – Public Consultation Forum 2014 on Financial Management Guidelines for DB schemes

The Pensions Authority is holding a Public Consultation Forum on Financial Management Guidelines for defined benefit schemes. The forum will be relevant to trustees, scheme members, providers, managers, advisers and other interested stakeholders.

The details for the public forum are:

Venue: The Hilton Hotel, Charlemont Place, Dublin 2

Date: Wednesday 10 September 2014 – (9.00 to 11.00am)

Time: Registration 8.30 to 9.00am – Forum commences at 9.00am

Speakers: Brendan Kennedy, Pensions Regulator, The Pensions Authority

Pat O’Sullivan, Head of Funding and Actuarial Services, The Pensions Authority

Following the two presentations there will be an open forum questions and answers session.

Consultation Process:

On Wednesday 23 July 2014 the Pensions Authority published draft guidelines on financial management of defined benefit schemes and announced a consultation period until the end of September 2014. The guidelines set out what practices the Authority expects trustees to follow in order to understand and manage the funding and investment of their defined benefit scheme. The Authority invites responses from trustees, providers, managers, advisers and other interested stakeholders on all aspects of the guidelines. The Authority has provided a form for all responses to be submitted by the closing date of the consultation process, Tuesday 30 September 2014.

The guidelines and the response submission form are located under ‘Related Documents’.


To reserve your place at the event please complete the booking form which can be found under ‘Related Documents’ and e-mail to by Thursday, 4 September 2014. For multiple bookings please provide these details in respect of each individual for whom a place is being booked.