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.
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
We are delighted to be travelling to Edinburgh on Thursday 12th April to be hosted by our sponsor Hymans Robertson for a morning workshop beginning with breakfast and finishing with lunch and networking. Agenda: 9:00 – 9:30 Arrival and registration 9:30 – 9:40 Welcome by our hosts: David Weekes and Shani McKenzie 9:40 – 10:05 Key note address –
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
Becoming a trustee is in two parts: Session 1 - (11.00 - 12.00 noon). Session 2 - (14.00 - 15.00). The sessions are offered through our virtual training platform and together they provide an insight into the appointment and role of a trustee. This course is helpful to inform employees or past employees who may be selected for election to
For over forty years, the Pensions Management Institute has been running its annual conference and dinner for members and the wider society in order to bring together top pension professionals to learn, debate and discuss some of the industry's hot topics. We are delighted to announce our keynote at this year's Pensions Aspects Live 2018 will be delivered by Dr Christopher Sier, Chair of the UK
This teach-in looks at the changing face of administration and how the evolving pension’s landscape impacts risks, operations and costs, as well as the focus of service delivery. Using the experience of the changes seen in the last ten years, as well as analysis of current trustee demands, predictions will be made about what the medium and long-term future holds
Liability Driven Investment (LDI) has been one of the dominant trends in UK DB pension scheme investment in the past decade and a half. Given the high level of hedging that is already in place, Hymans Robertson believe that the current pace of rate hedging can only continue until 2021 at the latest. While the second half of the 20th Century
Trustees and Sponsors are under greater pressure than ever to justify their stance on risk. This year’s valuations will take place against a backdrop of increasing market volatility and increased political and regulatory scrutiny arising from cases such as Carillion and Toys R Us. There will be more requirements to ensure that the valuation takes place as part of a
Register your place today Research by employee communication specialists, Like Minds and philosophers at The School of Life, has found from in-depth interviews and a survey of over 1,000 people that savers are generally disinterested in financial information, fail to set a savings regimen, and do not focus on the long term. While this is not knew information for anyone
This one-day course is designed for those new to trusteeship and provides a participative environment in which trustees are able to explore the challenges they face, together with their peers and leading members of the Willis Towers Watson team. This course includes: An introduction to trusteeship, covering the basics of: What a trust is Duties, powers and discretions of trustees
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
The Pensions Age Spring Conference offers pension funds and those working in the pensions space the opportunity to both learn and network alongside their peers at one of the most dynamic eras in the history of UK pensions. This one-day conference, which is open to pension scheme managers, trustees, FDs, advisers, pension and HR professionals, will offer delegates the up-to-date
Please join us at the DC Investment Forum’s annual event. The event will take place on the 26th April, from 4.30-6pm, kindly hosted by J.P. Morgan Asset Management (60 Victoria Embankment, London, EC4Y 0JP). At the event, we will launch our flagship 2018 research on ESG. The report will demystify this sometimes-complex subject. Using practical, real-life examples, it will help
At this free, one day, educational event, P-Solve will aim to tackle, head-on, some of the investment problems and issues that pension schemes are facing today and will offer some insight and knowledge, to help aid all pensions managers, finance directors, trustees and secretaries of pension schemes, take back possession and reach their scheme’s end goal. For further information or
The ‘Investment Training and Networking Event’ is held on 3 May at the Aon offices in London. The event is designed to offer trustees a blend of ‘education and entertainment’ and it is suitable for small-medium sized schemes that have £0-£500m in assets. Held in the afternoon, the event will be split up into two parts. For the first hour, attendees