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

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.

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.

In our 45-minute webinar, on Tuesday 30 September 2025 at 2.00pm our housing pension specialists will explore the most talked-about pension topics in the sector.

The webinar will cover:

• The latest SHPS news – Including the DC transition and this autumn’s legal case
• Impact of recent government policies on pension investments
• Key findings from our 2025 FRS 102 Survey
• What a well-rounded and effective employee benefits package looks like
• 2025 LGPS actuarial valuation – How to influence the outcome.

Our specialist presenters are known for their in-depth expertise and leading insights into the sector’s pension issues.

There will be time for Q&A.

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.

Designed for employers and trustees, this event offers practical insights to strengthen your DC investment strategy and improve member outcomes.

What you’ll gain:

• DC Peer Group Report: A closer look at how the UK's leading DC providers compare – including key insights into Lifestyling strategies across growth and decumulation phases, ESG and stewardship scores, and investment performance.
• Private Markets: How to effectively incorporate private markets into wider DC investment strategies.
• Decumulation: What makes an optimal post-retirement investment strategy?

We’re running a webinar to discuss big pension challenges in the education sector as the financial year-end approaches for most education institutes.

This 45-minute webinar, Pensions in education – Navigating the year-end and beyond, will take place on Tuesday 12 August 2025 at 10am.

First Actuarial’s John Ingoe will be joined by Mandy Kaur-Sadler from Vidett and Sadie Goodrum from Bevan Brittan. Together, they will offer actuarial, trustee and legal views on:

• Financial market and demographic shifts over the last 12 months
• Latest developments in the sector’s main multi-employer schemes
• Considerations and challenges for scheme trustees and sponsors as their self-administered trust (SAT) scheme nears its first valuation under the new funding code

There will be time for Q&A.

By signing up, you agree to sharing your contact details with Vidett and Bevan Brittan. If you object to this, please email us at webinars@firstactuarial.co.uk.

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.