Trustee Training Tool

Defined benefit investment issues

Assess your knowledge

Trustee Training

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

Trustees have never been under more pressure. There has never 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.

Each workshop qualifies for 2 hours CPD training

28 June

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
  • 2 hours CPD time

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26 April, 28 June

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?
  • 2 hours CPD time

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31 May, 28 June

In this module we’ll look at how you should measure and monitor service providers to achieve success and value for money for the scheme.

Key learning points:

  • What are the critical success factors?
  • Which third party is trying to add value where?
  • Does provider success always mean scheme success?
  • Impact of a fiduciary management approach
  • 2 hours CPD time

Register now

 

Register now


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