Investment training for trustees

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 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

Training Course Date Duration Location
Investment training for trustees 14/06/2022 9:30 - 12:00 Fully Booked Book now
Investment training for trustees 11/10/2022 9:30 - 12:00 Webinar Book now
Investment training for trustees 13/10/2022 9:30 - 16:30 Weetwood Book now
Investment training for trustees 07/07/2022 14:00 - 16:30 Webinar Book now
We are carrying out a combination of face-to-face training courses and webinars, depending on Trustees’ preferences. For face-to-face courses, everything will be covered in a full day session. For webinars, we issue attendees with training videos in the first instance, then use the webinars themselves for the interactive elements. If you have any questions about our training services, please call 0113 818 7367 or email

First Actuarial case studies

The Kennel Club

Concerned about the risk of an Employer contribution increase as a result of high liabilities, Trustees of the Kennel Club Pension Fund turned to First Actuarial.

“They’re extremely professional and helpful. Their input always seems sound, logical and well presented. First Actuarial handled the transition well, they provide us with helpful guidance, and have delivered what they promised when they pitched for the work.”



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.”

See all our case studies
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