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 pension trustees and targeting all levels of investment experience.
The programme
- Training webinars: CPD-accredited webinars providing you with an opportunity to watch and ask any questions live 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 topics in bite-sized modules on a ‘right now’ basis.
- Resources: Read our latest thinking on key asset classes in the pensions world.
Short training videos
An introduction to Liability Driven Investment (LDI)
Rosa Fenwick
• Liabilities of a DC pension scheme
• What affects the value of a scheme’s liabilities?
• How do we match pension scheme liabilities?
Watch time: 9:08
LDI in practice
Richard Ferris
• Building an LDI solution
• Implementation of LDI strategies
• Case study
Watch time: 18:15
Integrated LDI – Smarter Risk Management
Nabil Owadally
• What is integrated LDI?
• What is the most optimal way to hedge liabilities?
• Opportunities set
Watch time: 7:19
Training webinars
Wednesday 11 February 2026
An Intro to US Securitised Assets
- US securitised assets – the basics
- The universe, key differences vs. Europe, and how it has evolved post-global financial crisis
- Role in pension portfolios and characteristics of securitised asset strategies
Wednesday 30 September 2026
Beyond Self Sufficiency: The Run-On Option
- Compare self-sufficiency vs. run-on – what each means for funding, risk, and trustee responsibilities
- Explore adding yield while managing risks post self-sufficiency
- Assess endgame trade-offs – timing, sponsor appetite, and practical considerations for 2026 and beyond
Wednesday 30 April 2025
Macroeconomics & DB pensions
- How do macroeconomic indicators (such as interest rates and inflation) impact your scheme’s assets and liabilities?
- What’s ahead for investment markets and how to position your portfolio for the climate to come?
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."
“Excellent presentation of strategy solutions considerations for trustees and one that allows issues to be articulated to company sponsors.”
“This was my first online session. I found it very easy refreshing as the presentation were clear, with very little jargon. Thank you to everyone and I will definitely be attending future presentations.”
Get in touch
If you would like to learn more, request specific training videos or share any feedback, please contact us on the below.
Get in touch
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.
