'Trustee Toolkit' tackles strategic investment

clock

The latest instalment of the online ‘ Trustee Toolkit' covering strategic investment has been released by the Pensions Regulator.

Aimed at trustees of both defined benefit (DB) and defined contribution (DC) schemes, the new module completes the e-learning programme’s section on investment and follows the module on fund management which was released at the end of January. The module is designed to help users understand the advice they may receive on strategic investment and to assess whether the solutions offered are appropriate for their scheme, by considering factors such as: Size and maturity of the scheme, Strength of the employer covenant, Attitude of the employer, Trustees’ appetite for risk In add...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Tyndall Partnerships head Sullivan on bespoke empowerment

Tyndall Partnerships head Sullivan on bespoke empowerment

‘No two IFAs invest in the same suite of models’

Isabel Baxter
clock 09 December 2024 • 4 min read
Smoothed funds set to be a 'bigger asset class for the advice market'

Smoothed funds set to be a 'bigger asset class for the advice market'

‘An attractive low-risk solution for retirees’

Isabel Baxter
clock 25 November 2024 • 3 min read
Advisers no longer see inflation as a major concern

Advisers no longer see inflation as a major concern

Funds offering a level of inflation protection were the last research, Square Mile finds

Isabel Baxter
clock 22 October 2024 • 4 min read