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.
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
For AMNT committee members only
Register here for this event. On 18 July 2018, the Competition & Markets Authority (CMA) published its provisional findings on competition within the investment consultancy and fiduciary management marketplace. The report highlights the CMA’s concerns over how pension schemes have been guided towards fiduciary management and questions whether the low levels of engagement around appointing a fiduciary manager can impact
Webinar invitation Just when you thought it was all over, the High Court has ruled on the Lloyds Bank GMP Equalisation case which is expected to have wide ranging implications for the pensions industry. We are delighted to invite you to a webinar to explore the key financial, legal and practical issues for trustees and sponsors of UK pension schemes.
This course is suitable for more experienced trustees who have either already attended the Defined Benefit – Part 1 course or have some experience as a trustee of a defined benefit scheme. It assumes an understanding of the basic concepts of trust law and trusteeship and some knowledge of asset classes and investment markets. It provides a practical look at