Trustee and Scheme Management Training 2021

People in a meeting

Investment Trustee Training

This one-day course is designed to give delegates a deeper understanding of a range of investment issues that apply to both DB and DC pension schemes.

In the morning session (part 1) delegates will explore:

  • Trustee investment responsibilities and governance matters across UK pension funds, including the importance of applying investment beliefs in investment strategy.
  • Characteristics of mainstream and alternative asset classes for UK pension funds that currently feature in portfolios and board meetings of UK pension funds.

In the afternoon (part 2) we will explore the investment issues relating to DB and DC arrangements. Delegates should indicate whether on application their focus is on DB schemes, DC schemes or both and we will accommodate these preferences as far as is practical.

DB breakout

  • Use of asset liability modelling and risk budgeting techniques to make decisions about long-term strategy and risk management.
  • A high-level introduction to liability matching investment strategies and the objectives of such strategies.

DC breakout

  • Approach to reviewing and designing default investment strategies in line with TPR’s quality features set out in the Code of Practice.
  • The impact of the new retirement flexibilities on member behaviour and the implications this has for investment solutions.

Delegates will also enjoy the opportunity of meeting trustees from other pension schemes and discussing general topics in pension risk management with the presenters.



Who should attend?

This course is aimed at trustees of DB or DC schemes who are looking to develop their knowledge of their scheme’s investment decisions.

Course Fees

The cost of this full-day course is £450 + VAT (including breakfast and lunch) where held in person, or £300 + VAT where held online.


Event Information

April - Online sessions 
Part 1: Thursday, 22 April 2021, 09:30 - 12:00
Part 2: Thursday, 22 April 2021, 14:00 - 16:30

November - Online Session
Thursday, 11 November 2021, London, 09:30 - 16:00

Helena Jackson
+44 20 7170 2722

Terms and conditions


Outlook Outlook
iCal iCal
Google Google
Yahoo! Yahoo!