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 half-day course takes trustees through the key steps that they will need to take as part of their triennial scheme funding valuation looking particularly at the assessment of the employer covenant, the setting of key assumptions and the development and monitoring of an integrated risk management plan. This course would be ideal for trustees who are just about
It is now thirteen 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. These TKU courses (run by XPS
For Trustees, Pensions Managers & Corporate Sponsors The Pension Regulator's annual funding statement provides trustees and sponsors with new expectations on running their schemes. Our team of scheme funding, investment and covenant experts will provide practical advice and a pragmatic approach to help you address the following: Long-term Funding Targets (LTFT) An explanation of the new targets and how to
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
In recent years Defined Contribution (DC) pensions have rapidly established themselves as the future for UK companies and their employees. While DC has ‘come of age’, there is still a lot of work to be done to ensure that DC delivers better outcomes for members. Join our half-day conference on Wednesday 5 June, where we will bring together a range
Clients of BNY Mellon and those interested to learn more about us and meet our team are invited to our Asset Servicing Client Day in Manchester. Over the course of the day, we will showcase key initiatives and projects run out of our Manchester site, one of our global operational hubs. Agenda topics includes regulatory developments, technological change and ESG
With an increased focus from The Pensions Regulator on governance standards, it is essential for trustees to have suitable and regular training. Our comprehensive training programme effectively guides trustees, who are responsible for managing defined benefit (DB) pension schemes, through the fundamental issues highlighted in The Pensions Regulator’s ‘Scope Guidance’. This one-day course provides both new trustees, and those seeking a
Seminar invitation Register today GMP equalisation through conversion Just before Easter, the DWP issued long-awaited guidance on converting guaranteed minimum pensions (GMPs) as a means of equalising future benefits between men and women. The guidance follows the High Court judgment in October last year, which made clear that trustees must amend their schemes to equalise for the different effect of
With support and guidance from independent experts, trustees with some experience will take part in boardroom simulations to learn how to approach the issues they’ll face in their roles. This course is aimed at those familiar with the basic principles of trusteeship. We recommend you take the part 1 course first. YOU'LL PRACTISE The protocol and mechanics of decision making, including exercising