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.
Seminar invitation With increased levels of scrutiny surrounding trustee decisions, from both members and the world at large, this interactive seminar focuses on recent developments and determinations issued by the Pensions Ombudsman. We will look at how these impact the approach that trustees should take when making decisions and handling tricky complaints. The session will use a series of case
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 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 responsibilities of trustees Member
This one-day course is designed to give delegates a deeper understanding of a range of investment issues that apply to both DB and 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 investment strategy. Characteristics of mainstream and alternative asset classes
Click here to register for this webinar. With increased levels of scrutiny surrounding trustee decisions, from both members and the world at large, this webinar focuses on recent developments and determinations issued by the Pensions Ombudsman. We will look at how these impact the approach that trustees should take when making decisions and handling tricky complaints. The session will use a
Baker McKenzie's Pensions Team is pleased to invite you to our next breakfast briefing on developments in pensions law. The topics covered in this session will include: • Changes to the Pensions Regulator's powers: An update on the new proposed regulatory regime • Changes to the investment regime: ESG factors
Navigating Change Live Barnett Waddingham is touring the UK with a series of free Pensions Trustee Conferences that promise to challenge the norm and help trustees reassess an ever-changing landscape. Building on the key findings from our recent ‘Navigating Change’ report, we’ll be looking at the important issues keeping trustees awake at night - helping them to focus on the
hosted by FTSE Russell, London Stock Exchange, 10 Paternoster Square, London EC4M 7LS (map) We are delighted to invite you to the Ownership Day 2019 Event. This year we’ll be launching the second annual survey of fund manager approaches to managing climate-related risk in integrated oil company investments to help investors and broader society understand the focus and time frames
Seminar invitation Our free and interactive seminar is aimed at new trustees of DB, DC and hybrid schemes (as well as those who would like to refresh their knowledge). The first session is suitable for all new trustees and will cover: brief summary of TKU requirements trust and pensions law basics discretions case study – death benefits tax overview working
Seminar invitation Our Quarterly Legal Update provides employers and trustees with an essential overview of significant developments affecting occupational pension provision in the UK. We will consider the impact of key legal issues from the last quarter on the pensions industry and take a look ahead at what the pensions future holds, concentrating on the following four areas: pensions reform