Events

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

Investment Outlook for 2022 - A Year in Action

Thursday 10 February | 3pm-4pm

2021 rewarded investors who held on tight and stuck by their long term strategy, but 2022 will need to be a year of action to stay ahead of the game. In this webinar, we will present a range of ideas on how you can protect the progress you’ve made for your pension scheme portfolio whilst keeping sight of your long term objectives.

Our team of experts will also share:

  • What might 2022 have in store for your pension scheme investments: we’ll look at the key themes and considerations to help you get on the front foot.
  • New ways to look at risk: risk has many dimensions, are you seeing your scheme’s risk from all potential angles?
  • Getting a grip on cost: are you getting the best value from your portfolio?
  • Defined contribution: understanding the investment challenges facing DC arrangements as this market continues to grow and evolve.

Book your place here

Two half-day Online Courses : 2pm to 5pm 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: 2:00pm to 5:00pm on each day

Venue: Via Zoom

Book your place here

Stopping Pension Scams Part II

Wednesday 22 June | 3pm-4pm

More details to follow, register now to save the date.

Book your place here

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

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