Seminar: Documenting your investment policies – tips and traps

Tuesday 1 October 2019


Increasing regulation of pension fund investments means increasing governance and compliance requirements for schemes.  The days of ‘off the shelf’ policies and box-ticking are gone.

In this session, aimed at pension scheme trustees and managers, our finance and investment experts will look at what investment practices and policies DB and DC schemes must have in place, and what they need to cover, including:

  • statement of investment principles (SIPs)
  • implementation statements
  • stewardship policy
  • setting “strategic objectives” (CMA compliance).

We will also look at what further requirements are coming down the track, with practical tips on how to prepare and traps to avoid.

By attending this event you can claim 1.5 hours CPD under the PMI CPD scheme.

If you can’t make 1 October, sign up for our lunchtime webinar on Thursday 3 October at 12.30pm. Click here for more details.

Register

to attend this seminar

Programme


8.15am Welcome, registration and breakfast

9.00am Seminar commences

10.30am Further discussion, tea and coffee

Venue

Sackers' Client Centre

6th Floor, 20 Gresham Street, London EC2V 7JE