Trustee Training

Defined benefit investment issues: All you need to know in three simple workshops
London, UK

Trustee have been under more pressure. There has been a greater need for better data, stronger analysis and faster reactions. Our free training sessions are interactive, providing examples that will help you consider how to make informed decisions for the future of your own pension scheme.

Three steps to becoming a better trustee for your pension scheme

Step 1: Assess yourself against 12 key criteria

Step 2: Understand how you measure up

Step 3: Receive tailored advice on training

We have built a tool to help trustees identify their investment knowledge gaps. Based on the results of a quick survey, trustees can then sign up to workshops most relevant to them.

Take the survey
Upcoming workshops
Strategy workshop

In this module we'll look at your individual role and responsibilities as a trustee, to ensure you have all the latest knowledge and industry insights to succeed.

Key learning points:

  • The responsibilities of a trustee
  • How to identify and reach investment objectives
  • Designing the right investment strategy
  • Addressing evolving risks to pension schemes

Register your interest

Implementation workshop

In this module we’ll look at effective portfolio construction and risk management to ensure your investment strategy is fit for purpose.

Key learning points:

  • The relevant risks and if they're worth taking
  • From investment theory to an achievable portfolio
  • Is dynamic asset allocation a useful tool?
  • What is LDI and why is it important?

Register your interest

Governance workshop

In this module we'll look at key stakeholders and advisors, and then focus on investment related governance.

Key learning points:

  • The different roles around the trustee table
  • The life cycle of investment related decisions
  • Does provider success always mean scheme success?
  • Impact of a fiduciary management approach

Register your interest

Each workshop qualifies for 2 hours CPD training.

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Still have questions about our trustee training?


Paul Wharton
Paul Wharton
Director, UK Fiduciary Management
+44 20 7024 6369
Email Paul

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