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 introductory course is suitable for new trustees and as a refresher for those with more experience. It will help you gain a clear understanding of your responsibilities as a trustee.
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
DB Trustee Training The basis of good governance We welcome new and present trustees to join our one-day course 7 June 2018 Barnett Waddingham, Leeds 6 September 2018 Barnett Waddingham, London Register Register The Pensions Regulator is focusing on governance standards and as a trustee that is responsible for managing defined benefit (DB) pension schemes, it’s essential that you are
With DB schemes in deficit and sponsors under pressure to increase contributions, finding ways to create extra value is a real win-win for sponsors, trustees and members. As such, there is a clear drive in the industry to improve value for money, with the new DB Chair's Statement likely to require schemes to demonstrate how they are achieving this. In
With DB schemes in deficit and sponsors under pressure to increase contributions, finding ways to create extra value is a real win-win for sponsors, trustees and members. As such, there is a clear drive in the industry to improve value for money, with the new DB Chair's Statement likely to require schemes to demonstrate how they are achieving this. In
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. Employers and pension schemes keen to develop wider, more diverse participation on their trustee boards may also find this
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
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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