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.
Please join us for an informative half-day event in Manchester or London, focusing on our ongoing 'future of trusteeship and governance' consultation. You'll have the opportunity to hear from our experts, network with other trustees and have your chance to share your views with us on the consultation. Event dates 5 September - Manchester, Midland Hotel, M60 2DS 12 September - London, etc.venues Prospero
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
This course is aimed at those who have been in their trustee role for two to three years, who are familiar with the basic principles of trusteeship and accustomed to attending trustee meetings - but who are keen to hone their skills and improve their effectiveness as a trustee.
This one-day course is designed to give delegates a better understanding of the many issues they will face as a trustee, or scheme manager, of a trust-based DC scheme. In a participative environment, delegates will explore: An overview of the current DC pensions landscape. The legal framework within which trustees operate. The key issues in effective DC administration. The latest
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
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 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 to
A one day educational event for Asset owners Awareness of the potential impact of Environmental, Social and Governance (ESG) factors on investment returns has been steadily increasing over the last 20 years. With recent legislative changes in the pensions space originating from both the UK and the European Parliaments, some asset owners may well be wondering about the ESG ‘wave’ that is building. They might
With around £30bn of buy-ins and buy-outs expected to be completed this year, pension scheme trustees and sponsoring employers are forever being told that it is a busy market. In fact, busy has almost become a buzz word for those involved with pension risk transfer. Register to join us at our annual Risk Transfer Seminar on 26 September, where we will