How Pension Funds & Their Trustees Think


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. 

  • Fund Managers
  • Trustees
  • Custodians
  • Auditors and Accountants
  • Lawyers (CPD credit)
  • Stockbrokers 
  • IFAs


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


-Trust Law

-Legal Structure

-Pensions Act

The Purpose of Pensions

-Employers' Views

-Government Views

-Employees' Views

Current Issues

-Investment Management






Investment Issues

-What Schemes Need

-Mature v Immature Schemes

-Security v Return: A Conflict?


-What Risk?

-Overseas Investment


-Track Records


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




-Track Records

-Investment Management Agreements


Performance Measurement Overview

-Time Weighted v Money Weighted

-Style Analysis

-Risk Adjusted Returns

Considerations in planning benefits

The Actuaries' Valuation




-Meaning of the Results


Todays Date:

Duration 1 day
Available as an in-house course

Investment Education PLC
45 Old Hall Road, Manchester M7 4JF, United Kingdom
Tel:+44 (0)161 832 3800
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85

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