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.
Those with Defined Benefit (DB) pensions could be sleepwalking into making the wrong decisions at retirement, either from falling victim to scams to cash in DB pensions or simply staying in a scheme when a transfer may have been better. The numbers looking to transfer out of DB to access their benefit flexibly have soared since Freedom & Choice. Record high
The Government’s recent Green Paper seeks answers to the biggest questions facing sponsors, trustees and members of the UK's 6,000 remaining DB pension schemes. Whilst clearly setting out the Government’s views in some areas, the paper explains that there is insufficient evidence in other areas, for example, affordability for smaller organisations and the need to change the level of pension increases without member consent.
Share best practice, explore the challenges. Plan for the future of pensions. Bringing together pension managers and trustees from schemes of all shapes and sizes, our programme is brimming with expert advice on all of the hottest workplace pension issues. Get briefed on the economic, political and regulatory outlook for pensions Learn from the best with practical case studies on
A conference led by the UK Government Supported by the World Economic Forum 11th May 9:30am - 2:30pm, One Great George Street,Westminster, London SW1P 3AA This invitation-only event will convene 100 international thought leaders & senior practitioners from the financial industry to explore the commercial opportunities presented by social impact investment for the mainstream. Official agenda to be circulated shortly; please
PLSA - GROUP MEETING AND ANNUAL GENERAL MEETING We live in uncertain economic times. In this session we will hear from experts on the economic outlook and the potential impact on investment for pension schemes. The meeting will commence at 2.30pm and will be accredited by the PMI with 1½ hours of formal CPD. Coffee will be available from
Overpayments are an unfortunate fact of life when it comes to pension schemes. In recent times there have been significant legal developments that impact on the way in which Trustees should deal with such cases. The Pensions & Investment Litigation (PIL) team will present a round table session focusing on how trustees, employers and administrators should deal with overpayment cases.
This free, CPD accredited event will look at the current and future state of the UK economy including trends, challenges and opportunities for DC pension schemes. We will also hear from NEST about their approach to investment strategy and default design in a world of constant change. The event will conclude with a panel of experts debating the merits of
It is no simple task keeping up with employee expectations across a diverse workforce, getting to grips with changing and emerging communications channels, or understanding how data can be interpreted and used to best effect. In this webinar you’ll learn: Best practice recommendations on how to create an integrated communications strategy How to use geographic and demographic personalization techniques to engage
SALVUS will be officially launching our new member engagement portal Salvus Retirement Bridge at the Grange St Pauls Hotel in London, on Tuesday 23 May 2017 at 6:00pm. At the launch, we will be demonstrating how Salvus Retirement Bridge works and how members can analyse their options (Cash v Annuity v Drawdown) and how they can “Buy”. We will be