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 one-day course is designed to provide delegates with a practical guide to running an effective contract-based defined contribution (DC) pension arrangement. This course will cover a number opf different areas, including: An overview of the current UK DC pensions landscape, highlighting issues, trends and emerging best practice. The regulatory framework and the respective roles of the employer, provider and advisor.
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
For Trustees, Finance Directors, HR Directors and Pension Managers We are delighted to announce David Fairs, the recently appointed Executive Director for Regulatory Policy, Analytics and Advice at The Pensions Regulator will be our keynote speaker at our Conference this year. David joined The Pensions Regulator (TPR) in July 2018. David is responsible for TPR’s policy work which includes developing
LCP are delighted to co-host this session with the AMNT which will offer practical insights into the challenges that trustees are facing. Topics covered State of the Nation key note welcome by Bob Scott No regret retirement – how can trustees look after members cost effectively? Scheme sponsor liability management – what you need to know as trustees How safe
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
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.
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.
I am pleased to announce that we will be hosting our annual Pensions & Investment Seminar in London on the afternoon of Thursday 18 October 2018. This year we will be focusing on pension scheme liability management exercises. We will explore this opportunity to reduce scheme funding risk and improve member choice and flexibility, covering all the areas that pension