The Pensions Fundamentals and Processes Masterclass

There are unique financial and societal challenges and complexities facing those who manage, regulate or provide governance for pension schemes. This course has been designed to build delegates’ knowledge step-by-step to equip them with a 360º understanding of the modern pension’s landscape.

COURSE OBJECTIVES:

• Gain an understanding of how pension schemes work, including scheme structure, investment fundamentals, liability estimations, pension scheme responsibilities and the workings of the asset markets
• Grasp the detail of modern portfolio theory, including the key risks of different asset types, asset valuation techniques, the benefits of private market and public security investments
• Understand the critical importance of the role of Regulators, Governors and Trustees, and the challenges, risks, issues and processes involved in discharging this role so that the best interests of pension scheme members are protected

KEY TOPICS 

• The implications of fiduciary and regulatory pension scheme responsibility
• Key asset valuation techniques for equities, bonds and property
• Equity market analysis and valuation techniques
• The role of bonds and money market securities in pension funds
• Understanding asset-liability risk from a pension fund perspective
• Risk management and the role of derivatives
• Pension scheme roles of Regulators, Trustees and other responsible parties
• The pivotal role of pensions in contemporary economies
• Building confidence in pension systems and individual schemes
• Challenging advisors and service providers to deliver greater value
• The wider stewardship role of pension schemes in the future