About First Actuarial's Investment Training for Trusteeship training course

Under the Pensions Act 2004, trustees must demonstrate a sound awareness of investment principles.

In this one-day course, we’ll cut through the mind-boggling jargon to give you a robust understanding of pension scheme investment. The course will also help you to question and challenge your investment advisers more effectively.

Is this course right for me?

The course is ideal for newly-appointed trustees, but can also act as a useful refresher for existing trustees who wish to update and develop their investment knowledge.

Investment Training for Trustees

What does the course cover?

  • Asset types
  • Trustee responsibilities
  • Asset allocation strategy
  • Risks and mitigating actions
  • Fund management
  • Statement of investment principles
  • Performance measurement

Our course convenors explain complex issues in simple and straightforward ways. They will also encourage informal discussion and exchange of ideas to help you benefit from the experiences of other scheme trustees.

We are running this course on the following dates

Date Duration Location
22/11/2018 Full Day Leeds Book now
29/11/2018 Full Day Leeds Book now
07/03/2019 Full Day London Book now
21/03/2019 Full Day Leeds Book now
For further details or if you have any questions please call 01256 340 085 or email training@firstactuarial.co.uk

First Actuarial Case Studies

Hachette UK

Hachette UK, one of the UK’s largest publishing groups, turned to First Actuarial to help improve staff engagement with pensions.

“One of the things I like about First Actuarial is that they’re very responsive. You never have to chase them for anything. They’re pragmatic and cost-effective.”



The RSPB was determined to minimise the impact of its new defined contribution scheme on employees, and appointed First Actuarial to support the transition and select a provider with strong ethical values.

“I would definitely recommend working with First Actuarial. Their consultants went over and above the call of duty to make sure the project progressed smoothly.”


Bolton Cares

Taking responsibility for care services previously provided by a local authority, Bolton Cares turned to First Actuarial for help in setting up a competitive and affordable DC pension scheme for its staff.

“They’ve been really helpful and professional throughout the project, and we’ll use them again if we need specialist advice.”

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