Willis Towers Watson – Investment Management Trustee Training

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Willis Towers Watson – Investment Management Trustee Training

Thursday 11 October, 2018 @ 9:00 am - 4:00 pm

Investment Management Trustee Training

This one-day course is designed to give delegates a depper understanding of a range of investment issues that apply to both defined benefit (DB) and defined contribution (DC) pension schemes.

In the morning session delegates will explore:

  • Trustee investment responsibilities and governance matters across UK pension funds, including the importance of applying investment beliefs in investment strategy.
  • Characteristics of mainstream and alternative asset classes for UK pension funds that currently feature in portfolios and board meetings of UK pension funds.

In the afternoon we will explore the investment issues relating to DB and DC arrangements in seperate breakout sessions if numbers allow. Delegates should indicate on application whether they are interested in attending breakout sessions relating to DB schemes, DC schemes or both and we will accomodate these preferences as far as is practical.

DB breakout

  • Use of asset liability modelling and risk budgeting techniques to make decisions about long-term strategy and risk management.
  • A high-level introduction to liability matching investment strategies and the objectives of such strategies.

DC breakout

  • Approach to reviewing and designing default investment strategies in line with the Pensions Regulator's quality features set out in the Code of Practice.
  • The impact of the new retirement flexibilities on member behaviour and  the implications this has for investment solutions.

Delegates will also enjoy the opportunity of meeting trustees from other pension schemes and discussing general topics in pension risk management with the presenters.

Who should attend?
This course is aimed at trustees of DB or DC schemes who are looking to develop their knowledge of their scheme's investment decisions.

Course fees
The cost of this full-day course is £300 + VAT (including breakfast and lunch),

Details

Date:
Thursday 11 October, 2018
Time:
9:00 am - 4:00 pm

Organiser

Willis Towers Watson

Venue

Willis Towers Watson
51 Lime Street
London, EC3M 7DQ
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