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.
As markets and economies tentatively recover from COVID-19, focus can now move to the new investment opportunities available to investors. Over the last couple of months, we've been working with managers to better understand which are most likely to provide genuine and accessible opportunities. Register for our webinar on 4 September where our experts will show how we screen and evaluate
If you’re involved in operating and governing DC pension schemes, it is vital to understand the operation of your scheme, comply with new governance requirements and keep your DC knowledge up to date. In an ever-evolving market, trustees are increasingly required to demonstrate how they govern members’ benefits and keep their defined contribution (DC) knowledge up to date. Companies are
Register Now 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 AMNT and The People's Pension (B & CE) have joined forces to explore and understand how the Regulator’s authorisation regime, has strongly placed master trusts as a potential alternative to traditional pension options. Joining us from The People’s Pension, David Lunt (Head of Business Development) and Glenn Dobson (Business Development Manager), will talk about what DC single-employer trusts need
Deciding when and how to de-risk is still a huge challenge for trustees. One question trustees and sponsoring employers often ask us is whether doing a series of buy-ins over time, or waiting to complete a single buy-out transaction, is the most beneficial approach for their pension scheme. According to our recent survey of 100 trustees of DB pension schemes, 47% are
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
Register Now This one-day course is designed for those new to trusteeship for DB pension schemes. It provides an open and interactive environment in which trustees can explore their role 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
Over the last few years we’ve seen a rapid move from single trust-based schemes to Master Trusts. With this trend set to continue, what exactly is involved in moving to a Master Trust? Join us on Thursday 24 September, where we, together with Helen Ball from Sackers, will help you understand what's involved, including: An update on the current provider market
Recent developments from the industry mean that schemes should be looking to make progress on GMP equalisation. This webinar will give you a practical overview of these developments and will cover: Overall industry progress, what has come out and what we are still waiting on. Options around member data, in the context of the recent PASA “Guidance on Data”. Setting post-equalisation