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.
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
Seminar invitation Increasing regulation of pension fund investments means increasing governance and compliance requirements for schemes. The days of ‘off the shelf’ policies and box-ticking are gone. In this session, aimed at pension scheme trustees and managers, our finance and investment experts will look at what investment practices and policies DB and DC schemes must have in place, and what
We are excited to announce that our annual Pensions and Savings Conference will take place on Wednesday, 2 October 2019 at the Hilton Bankside, 2 - 8 Great Suffolk Street, London SE1 0UG. This exclusive one day conference will provide a comprehensive overview of all of the major challenges facing Trustees, Pension Scheme Managers and HR. Through case studies from leading companies
Register for the BNY Mellon Pension Summit, Thursday 3rd October, London BNY Mellon invites member nominated trustees to their annual Pension Summit, which will be held in London on Thursday 3rd October. The event will bring together pension scheme managers and trustees, industry influencers and BNY Mellon subject matter experts to discuss themes of member engagement in the pensions industry. Debjani Kundu, Head of
In addition, to our Keynote Speaker, Stephen King, Economist, we are delighted to announce our Guest Speaker, the Rt. Hon. Nick Sherry, the first Australian Minister for Superannuation and father of the ‘Australian Pension Miracle’. Nick will provide insights from Australia’s defined contribution system and share lessons for the UK. These include the benefits of consolidation and scale,