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River & Mercantile Food for Thought seminars

River & Mercantile have organised a series of seminars which will be of interest to professional trustees. These are summarised below:

DB Food for Thought: 12:00 – 14:30

DC Food for Thought: 16:00 – 18:30

Date Location
9 July 2019 Birmingham
16 July 2019 Leeds
24 July 2019 Manchester

Venues will be advised on registration. To book your place, contact

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Council Elections 2019

Nominations for APPT Council closed on 31 May 2019. There were three nominations for the three vacancies, and therefore no election was necessary. The successful candidates were:

  • Gilles Erulin (AAA Trustee)
  • Nigel Hill (Pi Partnership)
  • Christopher Wheeler (BESTrustees)

They will take office with effect from 1 July 2019, and will join Andrew Bradshaw,  Robert Thomas, Nita Tinn, Vassos Vassou and Jackie Woods.

Leaving Council are Sarah Marshall and Graham Wardle.

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APPT Council elections 2019

You will be aware that each year two of the eight elected members are required to retire by rotation. This year, three vacancies have been created through the retirements of Graham Wardle and Sarah Marshall in addition to the place that has remained vacant since July last year.

The continuing Council members are:

  • Jackie Woods (Capital Cranfield)
  • Nita Tinn – (Independent Trustee Services)
  • Robert Thomas – (Law Debenture)
  • Andrew Bradshaw – (Ross Trustees)
  • Vassos Vassou – (Dalriada)

Should you wish to stand for election to Council please complete a copy of the nomination form and return it to me by 1 June 2019. To be eligible, you must be a fully paid up member of APPT as at the date of this notice.

A copy of the nomination form may be downloaded from the link below.

Receipt of nominations will be confirmed by email.

If more than three nominations are returned to me, I will conduct an election. This would be conducted electronically during the week commencing 3 June 2019 with results announced on 10 June 2019. Successful candidates will officially take office with effect from 1 July 2019.

The nomination form can be found here.

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PMI Award in Pension Trusteeship: examination dates

Centre Date Deadline to confirm numbers by PMI
London – High Holborn Thurs 25th April – 14:00 Thurs 11th April
London – High Holborn Fri 24th May – 13:00 Fri 10th May
London – High Holborn Fri 28th June – 13:00 Fri 14th June
Leeds Fri 24th May – 13:00 Fri 10th May
Manchester Fri 28th June – 13:00 Fri 14th June
Edinburgh Fri 24th May – 13:00 Fri 10th May
Glasgow Fri 28th June – 13:00 Fri 14th June

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TPR events to discuss new standards for professional trustees

The Professional Trustee Standards Working Group (PTSWG) will be holding events to discuss the new standards and accreditation regime on 26, 27 and 28 February 2019. Full details concerning venues and programme can be found here.

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