How pension funds & their trustees think
Course
In
Description
-
Type
Course
-
Start date
Different dates available
Objective
To provide a complete overview of the requirements, considerations, fears and aspirations of Pension Funds and Pension Fund Trustees, in considerable detail within one day. The legal background, the impact of recent legislation as well as investment and regulatory requirements and consequences are all covered. This course is designed to provide a useful and enlightening forum for delegates.
Delegates
Fund Managers
Trustees
Custodians
Auditors and Accountants
Lawyers (CPD credit)
Stockbrokers
IFAs
Facilities
Location
Start date
Start date
Reviews
Subjects
- IT Law
- Risk
- Presentation
- Investment Management
- Investment
- Credit
- Planning
- IT risk
- Accountants
- Pension Funds
Course programme
The Background to Pensions
-The Kinds of Pension Schemes
-Funded, Unfunded
-Money Purchase, Final Salary
-Personal Pensions and the Role of AVCs
-Meaning of SIPS, SIPPS, SSASs, FURBS
Control of Pensions
-Regulation
-Trust Law
-Legal Structure
-Pensions Act
The Purpose of Pensions
-Employers' Views
-Government Views
-Employees' Views
Current Issues
-Investment Management
-Divorce
-Regulation
-Equality
-Insolvency
-Surpluses
Investment Issues
-What Schemes Need
-Mature v Immature Schemes
-Security v Return: A Conflict?
-Diversification
-What Risk?
-Overseas Investment
-Custodianship
-Track Records
-Fashion
How Trustees Think
-The Comfort Factor
-Performance Measurement
-Indexed (Tracker) Funds
-What Members Want
-The Impact of MFR
-Regulation and Risk
-Trustees' Personal Liability
-Pension Fund Surpluses
Beauty Parades - The factors that count
-Presentation
-Documentation
-Dress
-Track Records
-Investment Management Agreements
-Reports
Performance Measurement Overview
-Time Weighted v Money Weighted
-Style Analysis
-Risk Adjusted Returns
Considerations in planning benefits
The Actuaries' Valuation
-Process
-Assumptions
-Considerations
-Meaning of the Results
Todays Date: 8 September 2017
Duration 1 day
How pension funds & their trustees think