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.
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
A specialist pension event for Local Authorities, designed to look at the ever-changing Local Authority Pension Scheme. Attended by over 400 local authority officers, councillors, members of Local Pension Boards, admitted bodies and their advisers. The conference includes keynote speeches, specialist breakout sessions, a Learning Zone, fringe meeting, a welcome drinks reception, conference dinner and exhibition. Visit https://goo.gl/ReB3Wp If you require further
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 symposium in London on 16th May is part of a major 5-year international effort to deal with a troubling “elephant in the room” issue; the lack of trust in financial services. We believe our 5-year international project is the first serious attempt to deal with the trust deficit on an international basis, and we are bringing together key stakeholders to
AMNT members can attend for free Executive Summary It is widely accepted that the public are becoming increasingly distrusting of society's once-respected institutions. Many believe that we are in the “last chance saloon” as far as the public’s perception of the financial services sector is concerned. There is a very real danger that the drip, drip, drip, of adverse publicity caused
The number of defined benefit transfers have increased since freedom and choice were introduced, as have the number of victims who have fallen foul of pension scams. Often involving huge sums DB transfers remain the highest risk of all events processed by scheme administrators. In this webinar we will look at the threat posed by this type of transaction and
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