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.
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
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
The School of Law at King’s College, London, would like to invite you to a book launch for Prof David Webber, The Rise of the Working Class Shareholder (Harvard UP 2018) Click here to reserve a place for 6pm, Tuesday, 23rd of October at King’s. Prof Webber’s book is an incredibly powerful, informative account of strategies used by US unions and pension funds to
PMI is pleased to invite AMNT members to the first of PMI's Roundtable events, being held in October in London. October's Roundtable will bring together a panel of experts to discuss ESG. Attendance is free and you will gain 1.5 hours of CPD. Panellists : Simon Howard, UKSIF Honor Fell, Redington Stuart O'Brien, Sackers Aberdeen Standard Investments (speaker tbc) Chair: David Blackman, Freelance journalist
Are you working in either a pensions role or an allied business area where pensions knowledge would be advantageous? This introductory workshop is designed for those with little or no previous pensions knowledge. Our expert panel will talk through the essentials of the pensions industry. From outlining the pensions law and defining the role of the administrator to shedding light
Understanding investment consists of two sessions: Session 1 - The fundamentals Session 2 - The characteristics The sessions are offered online through our virtual training platform. Please note: You will need internet access with video and audio for this training. If you work in an open plan office you may wish to use headphones. WHAT IS IT FOR? To understand the basic principles of pension scheme investment.
This course is suitable for trustees of a defined contribution scheme or a hybrid scheme with a defined contribution section. It provides a practical look at the key issues and decisions that trustees face when responsible for a defined contribution scheme, and considers trustees’ responsibilities both from a legal and best practice perspective.
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