Defined benefit investment issues

All you need to know in three simple workshops

Trustee Training

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.

Upcoming workshops

Strategy workshop

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
Register now

Implementation workshop

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?
Register now

Governance workshop

28 June

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 now

Not sure which workshop to take?

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

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

 

Take the survey

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