Events

Spring is here and what better time to think about new opportunities to add to your pension scheme’s portfolio. In this quick fire webinar we’ll be showcasing an eclectic mix of interesting asset ideas that could give your portfolio a lift:

Topics covered include:

  • Sustainable equity: investing in a brighter future

  • Asset backed securities: access to additional yield           

  • Private market debt: safe and well rewarded

  • Private market debt: safe and well rewarded

  • Amortising long leases: property that feels like a bond  

We’ll also demonstrate how new ideas can be successfully incorporated into an already diversified portfolio and post your questions to a panel of knowledgeable fund managers.

Timings: 3pm to 4pm

Book your place here

Two half-day Online Courses : 9am to 12pm via Zoom

For Trustees of defined benefit schemes

It is now over thirteen years since the Trustee Knowledge and Understanding (TKU) requirements were introduced. Since then the range of topics that trustees need to understand has become much wider, with increased regulation, an ever greater choice of asset classes and investment approaches and additional governance considerations for trustees. 

The course is aimed at the trustees of defined benefit (DB) schemes and is intended to provide the background knowledge to enable trustees to understand the advice given to them and make informed decisions. It is designed for new trustees and as a refresher for more experienced trustees.

The course will cover:

  • Introduction to pension schemes: the parties involved in pension schemes and some of the legislative background to pensions.
  • Trusts and trusteeship: the roles and responsibilities of trustees and key trustee powers and discretions.  Includes the opportunity for a Q&A with a pensions lawyer.
  • Introduction to scheme funding and investment: the types of actuarial valuations and the Pensions Regulator's expectations for funding pension schemes, different asset classes and their associated risks and rewards, and the key principles in setting an investment strategy.
  • Managing a pension scheme: preparing for a typical trustee meeting and key governance and whistleblowing requirements.

Price: £295+VAT

​​Time: 09:00 to 12:00 on each day

Venue: Via Zoom

Book your place here

Employers are currently dealing with significant economic and commercial challenges and will be faced with pension regulatory changes over the next year that will have financial consequences for their DB schemes. More details to follow…

Timings: 3pm to 4pm

Book your place here

It is clear there are many important developments to be considered, particularly for those with a valuation in 2021. This webcast will give trustees and sponsors the principles and insights to apply to their valuations to ensure an optimal process and outcome. More details to follow…

Timings: 3pm to 4pm

Book your place here

Employers are currently dealing with significant economic and commercial challenges and will be faced with pension regulatory changes over the next year that will have financial consequences for their DB schemes. More details to follow…

Timings: 3pm to 4pm

Book your place here

Two half-day Online Courses : 9am to 12pm via Zoom

For Trustees of defined benefit schemes

It is now over thirteen years since the Trustee Knowledge and Understanding (TKU) requirements were introduced. Since then the range of topics that trustees need to understand has become much wider, with increased regulation, an ever greater choice of asset classes and investment approaches and additional governance considerations for trustees. 

The course is aimed at the trustees of defined benefit (DB) schemes and is intended to provide the background knowledge to enable trustees to understand the advice given to them and make informed decisions. It is designed for new trustees and as a refresher for more experienced trustees.

The course will cover:

  • Introduction to pension schemes: the parties involved in pension schemes and some of the legislative background to pensions.
  • Trusts and trusteeship: the roles and responsibilities of trustees and key trustee powers and discretions.  Includes the opportunity for a Q&A with a pensions lawyer.
  • Introduction to scheme funding and investment: the types of actuarial valuations and the Pensions Regulator's expectations for funding pension schemes, different asset classes and their associated risks and rewards, and the key principles in setting an investment strategy.
  • Managing a pension scheme: preparing for a typical trustee meeting and key governance and whistleblowing requirements.

Price: £295+VAT

​​Time: 09:00 to 12:00 on each day

Venue: Via Zoom

Book your place here

It is clear there are many important developments to be considered, particularly for those with a valuation in 2021. This webcast will give trustees and sponsors the principles and insights to apply to their valuations to ensure an optimal process and outcome. More details to follow…

Timings: 3pm to 4pm

Book your place here

If you have any questions please contact us at: events@xpsgroup.com.

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