Scheme trustees need knowledge and understanding of legal, financial and investment issues. This half-day course takes trustees through:

• The role and duties of the trustee
• Scheme governance
• Scheme funding.

First Actuarial and Mobius Life are holding a breakfast seminar on Tuesday 30 September 2025 from 8.30am until 10.00am. It will be held at First Actuarial’s office in central London.

The event is aimed at employers and trustees keen to make their DC provision as competitive as possible.

In the seminar, speakers from First Actuarial will share their views on the UK Defined Contribution (DC) market, and off-the-shelf lifestyling investment strategies.

Speakers from Mobius Life will demonstrate their investment solutions which help implement the best investment strategies for members.

Scheme trustees need knowledge and understanding of legal, financial and investment issues. This half-day course takes trustees through:

• The role and duties of the trustee
• Scheme governance
• Scheme funding.

Do you know your statement of strategy from your statement of funding principles, or your schedule of contributions from your recovery plan?

This 45-minute webinar takes place on Thursday 22 May 2025 at 10am. It’s aimed at charity trustees and managers who need a good understanding of Defined Benefit (DB) scheme funding. We’re running it in collaboration with the Charities Pensions Club.

In the webinar, our pension specialists will answer key questions such as:

• Who runs your DB scheme?
• What are your responsibilities as a DB scheme sponsor?
• How does the actuarial valuation process work, and what needs to be agreed?
• What is changing because of the new funding code?

There will be time for Q&A.

Under the Pensions Act 2004, trustees must demonstrate a sound awareness of investment principles. They should also be able to question and challenge investment advisers effectively.

In this half-day course, we cut through the jargon to give trustees a clear understanding of pension scheme investment.

Trustees and employers need to keep on top of developments in the Defined Contribution world and respond appropriately.

Our one-day Defined Contribution course – being held in central locations in London and Manchester – will help you comply with legislation and follow best practice at all times.

If you want to set up a new scheme, strengthen your scheme governance framework, update or simply improve your Defined Contribution knowledge, this course is designed for you.

Another financial year, another significant increase in bond yields. On the surface, this is good news for your balance sheet but as always, the devil is in the detail.

This 45-minute webinar takes place on Thursday 10 April 2025 at 10am. It’s aimed at employers with a 31 March year-end.

In the webinar, our pension cost accounting specialists will discuss:

• Financial market developments over the past 12 months and what they mean for your balance sheet
• Options for DB schemes with an accounting valuation surplus
• Scope for flexibility when setting your assumptions at year-end
• What auditors are talking about this year (including the latest news on the Virgin Media and TPT legal cases).

In this 45-minute webinar, which takes place on Monday 31 March 2025 at 11.00am, we’ll give housing associations a head start on the key pension issues of 2025. These will include sector-wide pension issues as well as LGPS-specific ones.

Our housing pension specialists will update you on:

• The outlook for the 2025 LGPS actuarial valuation
• Opportunities to engage and influence the valuation outcome
• Latest SHPS news, including the legal case and DC transition
• How to mitigate employer NI contribution rises with salary sacrifice
• How to improve staff recruitment and wellbeing with group protection benefits.

Speakers will include Dale Walmsley and Neal Thompson.

There will be time for Q&A.