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November 2019
“How can we accelerate the rebuilding of trustworthiness and confidence in financial services?”
The next London meeting about our international initiative to help drive positive, progressive and purposeful finance reform is taking place on Tuesday November 5th, at The Shard. The overall mission for the project is: “To help fix financial services, so consumers get a better deal; and trust and confidence can be restored”. There is a wide range of stakeholders getting involved with the project including politicians, policymakers, regulators, professional bodies, academics, law firms, regulation consultancies, pension schemes, asset managers, financial…
Find out more »The PDI Capital Structure Forum
The PDI Capital Structure Forum takes place on the 20-21 November in London. This unique industry will bring together over 300 senior investors and fund managers from across the globe. Join them to hear from and engage with industry experts; discuss the key trends affecting the private debt world, and sharpen your competitive edge to set yourself apart in this burgeoning marketplace. Investors already confirmed include: Border to Coast Pensions Partnership, British Business Investments, Church Commissioners, European Investment Fund, Generali Investment Partners, GIC, National Pension…
Find out more »PLSA – PLSA – Introduction to Trusteeship Part 2 : The Practice
With support and guidance from independent experts, trustees with some experience will take part in boardroom simulations to learn how to approach the issues they’ll face in their roles. This course is aimed at those familiar with the basic principles of trusteeship. We recommend you take the part 1 course first. YOU'LL PRACTISE The protocol and mechanics of decision making, including exercising discretions Decisions about investments Managing delegates and advisers Trustee communications Getting it wrong, IDRP and the Pensions Ombudsman Conflicts of…
Find out more »Aon’s Responsible Investment Network Meeting – Mind the Responsible Investing Gap! Bridging Trustee & Member Needs for Better Engagement
As a follow up to our recent annual conference, we are delighted to share details with members of Aon’s next event on responsible investing. Aon’s Responsible Investment Network meeting, on 21 November, will explore the renewed focus on the role of trustees as good stewards of assets, and the greater transparency demanded through the next round of SIP changes and an updated UK Stewardship Code. Tim Manuel, Aon’s UK head of responsible investing, will open discussion around the…
Find out more »Professional Pensions – Rethinking Your Funding Strategy
Scheme Funding Summit 2019 Wednesday 27 November - Radisson Blu Edwardian Bloomsbury, London It's safe to say, it's been a particularly turbulent year for UK markets. Increased political uncertainty through 2019 has seen the aggregate DB scheme funding level plummet by 3.5% over the course of August as gilt yields collapsed, according to the Pension Protection Fund (PPF). This drop in gilt yields has seen 10- to 20-year government-issued fixed interest bonds falling by between 20 and 30 basis points…
Find out more »December 2019
XPS – Trustee Knowledge & Understanding Course For trustees of defined benefit schemes
It is now thirteen 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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