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.