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.
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.
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.
| Training Course | Date | Duration | Location | |
|---|---|---|---|---|
| Investments trustee training | 14/10/2021 | 09:30 - 12:00 | Fully booked | Book now |
| Investments trustee training | 14/12/2021 | 09:30 - 12:00 | Fully booked | Book now |
| Investments trustee training | 08/03/2022 | 14:00 - 16:30 | Webinar | Book now |
| Investments trustee training | 15/03/2022 | 09:30 - 16:30 | Leeds | Book now |
| Investments trustee training | 17/03/2022 | 09:30 - 12:00 | Webinar | Book now |
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.
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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.”