Is good governance only about costs?

We believe that good governance relies on quality of data, alongside other important factors, to help pension scheme trustees and executives effectively determine value for money. As a cost transparency partner for UK pension schemes over the last three years, we’ll share our expertise and findings to outline the importance of informing on a scheme’s total costs, to best prepare trustee’s in tackling the question of value for money.
 
Capturing total costs incurred throughout the entire investment value chain, can help schemes and their trustees assess other fees, such as custody costs. In understanding your costs of custody, you can also begin to properly consider if your custodian isdelivering value for money.

What you’ll learn

  • Why total costs are important in determining value for money
  • An update on publishing and disclosing costs to workplace pension members
  • Findings on the magnitude of costs collected across 74 pension funds of all shapes and sizes
  • Value for money is not a formulaic approach – what are the key factors?
  • What you should expect from your custodian so you can be confident you have the right governance partner

Speakers

Pat Sharman

Managing Director UK, CACEIS

Scott Foster

Product Specialist, Cost Transparency, CACEIS

If you have any questions about the teach-in please contact Anna Dixon:
0207 601 1765  |   anna.dixon@plsa.co.uk

Key info


DATE AND TIME

Thursday 2 April
09:00-10:30

LOCATION

PLSA, 24 Chiswell Street
London EC1Y 4TY

FEES

Free for PLSA members.
(Please note that PLSA teach-ins are only open to PLSA Fund members.)

SUITABLE FOR?

Pension managers, trustees and scheme managers who want to understand costs, improve governance, and keep on top of the latest regulatory developments. 

EVENT SIZE

Small: up to 20 attendees.