The Foundations Conference is designed to explore Dimensional’s unique investment philosophy and approach to markets for a diverse range of financial professionals. From foundational concepts, to a deep dive into the research that underpins our investment philosophy. Presentations will include insights into how we manage both Equity and Fixed Interest portfolios, and a comprehensive view of our available investment solutions.
Morning Panel Session: Keeping the UK Insurance Market as a World Leading Sector Panel Speakers: Chair: Sian Williams, Journalist & Broadcaster Panel Inga Beale DBE, CEO, Lloyd’s of London Andy Briggs, Chief Executive Officer, UK Insurance, Aviva plc and Chair of the ABI Joe Cassidy, Partner, Head of Brexit for Financial Services, KPMG Jonathan Reynolds MP, Shadow Economic Secretary to the Treasury Keynote Speakers:
Featuring: – Minister of Pensions: keynote address – Jeff Prestridge: Mail on Sunday pensions correspondent: what pension scheme members want – FCA: update on their three current reports of relevance: investment industry; transparency in costs and charges; advice and guidance to scheme members. For more details click here
As a trustee, or a member of a committee/team, managing or governing a defined contribution (DC) scheme, it is important to keep your DC knowledge up to date as well as understand best governance practice and how to operate schemes that produce good outcomes for members. Comprehensive sessions providing you with insight on: The ‘trustee knowledge and understanding’ requirements as
The Sustainability Summit agenda has been announced - register now! The Sustainability Summit offers pension funds the opportunity to both learn and network alongside their peers at such a key time for the sustainable investment industry. VIEW THE FINAL AGENDA Topics include: How ESG integration helps generate consistent alpha How smart beta can fulfil your ESG investment needs Why sustainable investing is
Are you working in either a pensions role or an allied business area where pensions knowledge would be advantageous? This introductory workshop is designed for those with little or no previous pensions knowledge. Our expert panel will talk through the essentials of the pensions industry. From outlining pensions law and defining the role of the administrator to shedding light on
BOOK PLACES VIEW PROGRAMME Keynote speakers include: Ian Blackford, Scottish National Party Leader for Westminster Nick Clegg, Former Deputy Prime Minister, United Kingdom Tom Donilon, Senior Director, BlackRock Investment Institute; former National Security Adviser, Barack Obama Laura Kuenssberg, Political journalist and broadcaster Anne Richards, Chief Executive, M&G Investments Dan Snow, Historian and Journalist We are very pleased to announce
As a trustee, or a member of a committee/team, managing or governing a defined contribution (DC) scheme, it is important to keep your DC knowledge up to date as well as understand best governance practice and how to operate schemes that produce good outcomes for members. Comprehensive sessions providing you with insight on: The ‘trustee knowledge and understanding’ requirements as
To register for our webinar, click here. With just months to go before the General Data Protection Regulation (GDPR) transforms data protection requirements in the UK, this session will look at some of the key final steps trustees (and employers) should be taking now to ensure their pension schemes are in shape. Particular challenges we will consider include: Controller v Processor
This one-day course is designed to give delegates a better understanding of the many issues they will face as a trustee, or scheme manager, of a defined contribution (DC) scheme. In a participate environment, delegates will explore: An overview of the current DC pensions landscape. The legal framework within which trustees operate. The key issues in effective DC administration. The latest
Effective DB scheme management is dominating attention following the recent change of focus by the Pensions Regulator. There has never been a better time to initiate step changes to ensure risks are mitigated and funding opportunities are realised. Join TLT and Capita Employee Solutions for a breakfast workshop on 14 March in London, about the end game for frozen schemes. It will give trustees the tools needed
The first index funds were created in 1971, and since then their use by investors has grown exponentially throughout the world. As a result of the popularity of index funds, the following questions are increasingly being asked: Can we continue to rely on the information contained in market prices? Are indices an accurate representation of the underlying asset class or
Pension Basics is in two parts: Session 1 - Getting to know the UK pensions system (11:00 - 12:00). Session 2 - Understanding the outcomes, this will take place in the afternoon on this date (14:00 - 15:00). The sessions are offered through our virtual training platform and together they explore, for example, the key principles of UK pensions, their
Looking at the challenges of old world data and practices colliding with the requirements of new world data and efficiency. To bring these challenges to life the 4th annual Pensions Age Data seminar – in conjunction with ITM – will be discussing what this means in reality for pensions professionals throughout 2018 and beyond. With white papers due, the
This course is the second of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. It is suitable for new trustees who have already learned the rudiments of pension scheme trusteeship or if you have already attended Introduction to trusteeship Part 1: The theory. TOPICS The protocol and mechanics of decision – making, including
Effective DB scheme management is dominating attention following the recent change of focus by the Pensions Regulator. There has never been a better time to initiate step changes to ensure risks are mitigated and funding opportunities are realised. Join TLT and Capita Employee Solutions for a breakfast workshop on 21 March in Bristol about the end game for frozen schemes. It will give trustees the tools needed and options
The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) have shared interests and regulatory responsibilities in relation to the pensions and retirement income sector. As part of their ongoing efforts to ensure the sector works well for consumers and workplace pension savers, they are working together to develop a joint pensions strategy, which will look at how they will
The Asset Ownership of the Future Pension, Sovereign and Insurance Funds Remaking LT Investment & Board Governance Join a host of pension and sovereign funds, central banks and government agencies from across Europe, Asia and the Americas to discuss the latest advances in asset allocation and risk management strategies, equity, real assets including ESG, infrastructure investments and longevity risk transfer
The sustainable investment and finance event for Scotland. This event is an opportunity to debate, discuss and practice new themes and processes supporting sustainable investment and finance. Discussions and workshops are designed with steer from our Analyst Committee ensuring a fully tailored and relevant programme. This event welcomes both UKSIF members (free) and non-members for a small charge so please
With the largest falls in equity markets for six years, pension schemes have been reminded that asset values can fall as well as rise and volatility in markets has not gone away. As pension schemes slowly mature, volatility becomes an even bigger foe with less time to make up falls and an increased need for disinvestments crystallising losses. Cashflow driven
This teach-in provides an introduction to currency as it applies to UK institutional investors’ portfolios. It identifies how international portfolio returns are affected by currency and how this can be managed; how currency can be used as a return seeking investment; and how to ensure all of your currency trading is cost transparent. This teach-in is sponsored and delivered by
This course is the first of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. If you are new to trusteeship or thinking about becoming a pension scheme trustee this course is right for you. Learn the theory of pension scheme trusteeship, including what is expected from trustees and how to apply good
Introduction to UK Pensions Wednesday 28 March 2018 Sackers & Partners LLP, 20 Gresham St, London EC2V 7JE Start/End times: 0900/1630 Type of event: Technical Seminar Full event details *** This event has been rescheduled for Wednesday 28th March*** Why attend this event? Are you working in either a pensions role or an allied business area where pensions knowledge would
The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) have shared interests and regulatory responsibilities in relation to the pensions and retirement income sector. As part of their ongoing efforts to ensure the sector works well for consumers and workplace pension savers, they are working together to develop a joint pensions strategy, which will look at how they will