Investment training for trustees (in person)

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.

The course covers:

  • Asset types
  • Trustee responsibilities
  • Asset allocation strategy
  • Risks and mitigating actions
  • Fund management
  • Statement of investment principles
  • Performance measurement.

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 knowledge.


Available events:

When: Mon 09 Jun 2025 09:00
Where: Novotel Manchester Centre, 21 Dickinson Street, Manchester, Greater Manchester, M1 4LX