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.
Our virtual DC training course provides solid training for all those involved in DC pension arrangements, whether you are a trustee or an employer, helping you achieve positive outcomes for scheme members. The training provides a thorough grounding in pension matters. It’s ideal for those who are new to pensions as well as those seeking a reminder or update on
Thurs 17 June | 3pm to 4pm | Register here For years, many pension schemes have been using assumptions about their membership that have had significant implications on their funding, strategy and decision-making. For example: "90% of my pensioners are married i i " "transfers are for members who are ill i i "pensioners prefer letters in the post rather than online i i In
The 2015 pension freedoms have led to a new focus on the at-retirement ‘decumulation phase’ in a DC scheme member’s journey. Yet while the freedoms have been broadly welcomed, recent FCA figures show almost two thirds of those at the point of retirement don’t take any professional financial advice on how to best use their pot. A growing concern is that the
Register to join us and our guest speakers on 25 June at 9:30am, where we will be sharing insights on what we believe are the key financial challenges and opportunities for charities right now. You can expect to hear about: A deep exploration of how the Covid -19 pandemic has affected the charity sector – and focusing on how no two charities will have seen the
The UK equities market provides a rich set of opportunities to invest in global sustainable leaders whose products and services positively contribute to the UN Sustainable Development Goals. These companies will benefit from megatrends around energy transition, green infrastructure, healthcare and financial inclusion. The Threadneedle UK Sustainable Equity Fund has twin objectives: Investing in companies that deliver positive sustainable outcomes,
There are many tasks that you need to undertake as a trustee when carrying out a buy-in or buy-out transaction. Some tasks are trickier to complete than others and it can be difficult to know when's the best time to do these during the transaction process. Register now to join our webinar, in partnership with Sackers, on 6 July where we'll share
Join Andrew Brown and Jonathan Stapleton for this webinar discussing how DC schemes are starting to invest in longer-term illiquid asset opportunities and better integrating ESG factors into investment decision making in order to boost retirement outcomes for members. Date: Tuesday 6 July Start: 11:00am » Register Webinar description: The investment strategies of defined contribution pension schemes are evolving to adapt to a constantly
Baker McKenzie's pensions team is delighted to invite you to our Summer Quarterly Update, where we will discuss the following recent developments: The Government's consultation on changes to the statutory transfer legislation aimed at combatting pension transfer scams. We will discuss the proposed process when a "red flag" arises during due diligence, including the roles of the trustee in rejecting transfer requests
Climate governance and reporting requirements for pension schemes are coming. With climate regulations for larger pension schemes effective from October 2021, and others from October 2022, now is the time to ensure that your scheme is ready to meet the Taskforce on Climate-related Financial Disclosures (“TCFD”) requirements. Join our upcoming webinar where our panel of experts will guide you through the TCFD requirements