How pension funds & their trustees think

Course

In

Price on request

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

Different dates availableEnrolment now open

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Reviews

Subjects

  • IT Law
  • Risk
  • Presentation
  • Investment Management
  • Investment
  • Credit
  • Planning
  • IT risk
  • Accountants
  • Pension Funds

Course programme

Content
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

Price on request