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
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.
Investment Management Trustee Training 0 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
Book your place Thurs 11 Oct It is now twelve 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.