Insights
Trustee Training Hub
Overview
We understand it can be hard to stay on top of the investment aspects of pensions in addition to all your other day-to-day responsibilities. With this in mind, we have developed this training programme for defined-benefit pension trustees and targeting all levels of investment experience.
The programme
- Training webinars: Three CPD-accredited webinars per year providing you with an opportunity to watch live and ask any questions or view on demand in your own time. Register via the links below to secure your place today.
- Short training videos: Access some of our most popular training programmes in bite-sized modules on a ‘right now’ basis.
- Resources: Read our latest thinking on key asset classes in the pensions world.
- PMI Accredited: This programme is accredited by Pensions Management Institute (PMI), a professional body which supports and develops the experts who run UK pension schemes. Learn more.
Training webinars
Future-proofing DB pension portfolios
Wednesday 7 February
Collateral management in LDI
- Developments in Liability Driven Investment (LDI)
- Understanding the collateral process
- Building a liquidity waterfall
Wednesday 5 June
Exploring governance solutions
- Choosing the right endgame strategy
- Journey planning step by step
- Governance solutions for your Scheme
Wednesday 25 September
Net zero transition planning
- Climate policy and pensions
- What would a net zero target look like for a pension scheme?
- How does net zero align with fiduciary duty?
Short training videos
An introduction to
credit investing
Rebecca Seabrook
• What is a corporate bond?
• Credit spreads and ratings
• Types of credit strategies
Watch time: 13:02
Allocating to credit
step by step
Rebecca Seabrook
• Journey planning
• Choosing a credit strategy
• Buy and maintain credit
Watch time: 11:31
What is a bond?
Simon Bentley
• Bond basics
• Duration concepts
• Yield curves
Watch time: 13:53
Macroeconomic basics for pension schemes
Steven Bell
• Growth and inflation
• Economic policy
Watch time: 10:28
An introduction to LDI
Alex Soulsby
• What affects the value of liabilities?
• Liability matching
• Swaps and gilt repos
Watch time: 10:28
LDI in practice
Simon Bentley
• Portfolio structures
• Managing risk
• Case study
Watch time: 23:10
Combining LDI with growth
Andrew Smith
• Combining LDI with equity
• Combining LDI with ESG or credit
• Solving your challenges
Watch time: 11:07
Collateral management in LDI
Zahra Sachak
• Why collateralise?
• Key features of collateral
• How leverage worksÂ
Watch time: 13:39
Building the right LDI collateral support framework
Simon Bentley
• The market and regulatory backdrop
• Leverage rebalancing process
• Case studies
Watch time: 29:17
What are the defined benefit endgame options?
Simon Bentley
• The pension scheme journey
• Low dependency objectives
• Investment considerations
Watch time: 27:32
Endgame transition management made simple
Rosa Fenwick
• Hedging assets
• Costs considerations
• Trading case study
Watch time: 12:15
ESG integration within pension scheme portfolios
Simon Bentley
• Incorporating ESG considerations
• Net Zero Investment Framework
• Case study
Watch time: 21:32
Investing in Real Estate
Emma Gullifer
• What is real estate?
• The return drivers
• Commercial and residential real estate
Watch time: 18:01
Resources
Testimonials
"Great session. A good reminder on some of the principles and a good update on the current outlook."
"I am a member nominated trustee and have a very limited financial background, but found that I was able to take notes and follow what they said. It made much clearer the things I have to negotiate at trustee meetings."
"Very thorough with valuable insight and well presented with good examples. "
"Question and answer sessions improved understanding and added to overall comprehension by the team."
Get in touch
AMNT Networking Event in association with Columbia Threadneedle Investments
It was a pleasure to host the Association for Member Nominated Trustees (AMNT) Networking Event at our Cannon Place offices.
Speakers included Sir Steve Webb, Chris Curry and more, where they discussed various aspects of protecting pensions, and what’s in store going forward.
Risk disclaimer
The value of investments and any income from them can go down as well as up and investors may not get back the original amount invested.
