The Trustee Trainer

3 steps to becoming a better trustee for your pension scheme

1. Assess yourself against 12 key criteria
2. Understand how you measure up
3. Receive tailored advice on training

Start

Strictly Confidential

About the Trustee Trainer:

The world of investment rarely stands still for long, if at all. Global events – political and economic – are constantly altering the context in which we work, authorities and regulators are improving the guidance provided and enhancing the rules of the road, and providers are evolving existing solutions and developing new approaches (good and bad!) with the intention of helping investors. With this back drop, are you sufficiently well-equipped to make investment decisions on behalf of your pension scheme members?

Whether you are new to the role, or an experienced trustee, our investment-focused trustee training programme offers a comprehensive, accessible and up-to-date overview of the knowledge you need in order to carry out your trustee role.

Q1: Are you clear on your investment responsibilities?
Q2: Are you familiar with the Pensions Regulator’s most recent investment guidance?
Q3: Are you confident your investment strategy reflects your circumstances?
Q4: Do you understand what influences your funding level?
Q5: Is your growth portfolio fit-for-purpose?
Q6: Are you being rewarded for the complexity in your portfolio?
Q7: Do you know which parts of your portfolio are contributing the most risk?
Q8: Do you know how and why your matching portfolio works?
Q9: Do you understand the difference between an advisory and a fiduciary approach?
Q10: Are you clear what represents success for your scheme?
Q11: Do you feel able to measure each providers role in achieving your goals?
Q12: Are your success measures aligned with those of the providers you employ?

No

To a degree

Yes

No

Rings a bell

Yes

No

I think so

Definitely

Funding level?

Reasonably

Fully

Unlikely

I think so

Most definitely

I have no idea

I think so

Yes

No

Roughly

Yes

Not clear

Broadly

Very clear

Not sure

I think so

Most definitely

No

Sort of

Yes

No

In some instances

Mostly

Not really

Hopefully

Definitely

Just confirm your details

    We won’t share this information with anyone else and your data will remain confidential:

How you measure up:

In good shapeRoom to improveAction requiredStrategy
In good shapeRoom to improveAction requiredImplementation
In good shapeRoom to improveAction requiredGovernance

Where your gaps are:
Your gaps in Strategy:
Your responsibilities Scheme objectives Liabilities Investment strategy
Your gaps in Implementation:
Growth portfolio Diversification Balance of risk Matching portfolio
Your gaps in Governance:
Advisory vs. Fiduciary Measurement Monitoring providers Objective alignment

How to improve as a Trustee:

We’ve developed a series of 2-hour training sessions to help you develop as a trustee. Based on your results, we suggest the following:

Also available:

Strategy

In this module we'll look at your individual role and responsibilities as a trustee, to ensure you have all the latest knowledge and industry insights to succeed.


Key learning points:

The responsibilities of a trustee

How to identify and reach investment objectives

Designing the right investment strategy

Addressing evolving risks to pension schemes

2 hours CPD time

Places are limited, so reserve yours now

We've got your request, thanks

We'll be in touch about your upcoming reservation

If you have any questions, please get in touch below


Also available:

Implementation

In this module we’ll look at effective portfolio construction and risk management to ensure your investment strategy is fit for purpose.


Key learning points:

The relevant risks and if they're worth taking

From investment theory to an achievable portfolio

Is dynamic asset allocation a useful tool?

What is LDI and why is it important?

2 hours CPD time

Places are limited, so reserve yours now

We've got your request, thanks

We'll be in touch about your upcoming reservation

If you have any questions, please get in touch below


Also available:

Governance

In this module we’ll look at how you should measure and monitor service providers to achieve success and value for money for the scheme.


Key learning points:

What are the critical success factors?

Which third party is trying to add value where?

Does provider success always mean scheme success?

Impact of a fiduciary management approach

2 hours CPD time

Places are limited, so reserve yours now

We've got your request, thanks

We'll be in touch about your upcoming reservation

If you have any questions, please get in touch below



Paul Wharton

Contact Paul Wharton, Director, UK Fiduciary Management

If you'd like to discuss any specific needs or have a question, do contact me directly:

020 7024 6369pwharton@russellinvestments.com


Russell Investments Trustee Training

Russell Investments has created the trustee training programme to help you to make better investment decisions on behalf of your pension scheme members.

Our training sessions are interactive, and will arm you to make informed investment decisions for the future of your own pension scheme.

Small focus groups with lots of opportunity to ask questions.

Location is flexible too. From your offices or from ours in Central London.

Please feel free to extend this invitation to any fellow trustees that might find the session useful.


FREE training to develop skills

Turn skill gaps into banked CPD

Make better investment decisions