Investment training for trustees (in person) which covers the same content as our Investment training for trustees (online interactive session)

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: Tue 09 Dec 2025 09:30 - 16:30
Where: First Actuarial LLP, 6 Snow Hill, London, EC1A 2AY
When: Tue 10 Mar 2026 09:30 - 16:30
Where: Manchester City Centre TBC