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September 2019
XPS – Trustee Training Course: Funding, Covenant and Integrated Risk Management For trustees of defined benefit schemes
This half-day course takes trustees through the key steps that they will need to take as part of their triennial scheme funding valuation looking particularly at the assessment of the employer covenant, the setting of key assumptions and the development and monitoring of an integrated risk management plan. This course would be ideal for trustees who are just about to embark on a triennial valuation and who would like some training in advance of starting the process. It should be…
Find out more »WAVING NOT DROWNING- Surfing and surviving the ESG wave
A one day educational event for Asset owners Awareness of the potential impact of Environmental, Social and Governance (ESG) factors on investment returns has been steadily increasing over the last 20 years. With recent legislative changes in the pensions space originating from both the UK and the European Parliaments, some asset owners may well be wondering about the ESG ‘wave’ that is building. They might also be wondering ‘What should we be doing about it?’ To help asset owners negotiate the wave, Minerva Analytics is…
Find out more »Hymans Robertson Risk Transfer Seminar
With around £30bn of buy-ins and buy-outs expected to be completed this year, pension scheme trustees and sponsoring employers are forever being told that it is a busy market. In fact, busy has almost become a buzz word for those involved with pension risk transfer. Register to join us at our annual Risk Transfer Seminar on 26 September, where we will be asking: "So what?". We, along with industry experts, will look at how you need to adapt the way in…
Find out more »October 2019
Documenting your investment policies – tips and traps
Seminar invitation Increasing regulation of pension fund investments means increasing governance and compliance requirements for schemes. The days of ‘off the shelf’ policies and box-ticking are gone. In this session, aimed at pension scheme trustees and managers, our finance and investment experts will look at what investment practices and policies DB and DC schemes must have in place, and what they need to cover, including: statement of investment principles (SIPs) implementation statements stewardship policy setting "strategic objectives" (CMA compliance). We…
Find out more »The Willis Towers Watson Pensions and Savings Conference
We are excited to announce that our annual Pensions and Savings Conference will take place on Wednesday, 2 October 2019 at the Hilton Bankside, 2 - 8 Great Suffolk Street, London SE1 0UG. This exclusive one day conference will provide a comprehensive overview of all of the major challenges facing Trustees, Pension Scheme Managers and HR. Through case studies from leading companies and industry experts you will hear the latest thinking on the most pressing issues facing companies today. For your convenience,…
Find out more »BNY Mellon Pension Summit, London
BNY Mellon’s Pension Summit will take place in London on Thursday 3rd October. This event will bring together pension scheme managers and trustees, industry influencers and BNY Mellon subject matter experts to discuss themes of engagement in the pensions industry. Further to details to follow
Find out more »Willis Towers Watson – Introductory Master Trust and Contract-based DC Training
This one-day introductory course is designed to provide delegates with a practical guide to supporting an effective master trust or contract-based DC pension arrangement from both the corporate and member perspective. This course will cover a number of different areas, including: An overview of the current UK DC pensions landscape,highlighting issues, trends and emerging best practice. The regulatory framework and the respective roles of the employer, provider and adviser. DC governance – a practical guide to minimising risk and maximising…
Find out more »XPS Pensions Group – London Pensions Conference
In addition, to our Keynote Speaker, Stephen King, Economist, we are delighted to announce our Guest Speaker, the Rt. Hon. Nick Sherry, the first Australian Minister for Superannuation and father of the ‘Australian Pension Miracle’. Nick will provide insights from Australia’s defined contribution system and share lessons for the UK. These include the benefits of consolidation and scale, actions taken to protect member outcomes and the global investment opportunities of Australian superfunds. In conversation with Nick we will…
Find out more »Sackers Webinar invitation – Documenting your investment policies – tips and traps
lick here to register for this webinar. Increasing regulation of pension fund investments means increasing governance and compliance requirements for schemes. The days of ‘off the shelf’ policies and box-ticking are gone. In this session, aimed at pension scheme trustees and managers, our finance and investment experts will look at what investment practices and policies DB and DC schemes must have in place, and what they need to cover, including: statement of investment principles (SIPs) implementation statements stewardship policy setting "strategic objectives"…
Find out more »XPS – Trustee Training Courses for Trustees of Defined Benefit Schemes
It is now nearly fourteen years since the Trustee Knowledge and Understanding (TKU) requirements were introduced. Since then the range of topics that trustees need to understand has become much wider, with new concepts such as integrated risk management, an ever greater choice of asset classes and investment approaches and additional governance considerations for trustees.These TKU courses (run by XPS Pensions Group and Punter Southall Governance Services) are aimed primarily at new trustees (or those who would like a refresher)…
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