Webinar: Documenting your investment policies – tips and traps

Thursday 3 October 2019

Click here to register for this webinar.

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.

The webinar will last 45 minutes and will include time for you to send in your questions to be answered by our experts.

By joining this event you can claim 0.75 hours CPD under the PMI CPD scheme.

Click here to register and you will receive further joining instructions.

If you can’t join our webinar, register for our breakfast seminar on Tuesday 1 October. Click here for more details.