Setting strategic investment objectives

24 March | PLSA, London

Setting strategic investment objectives

The Competition and Markets Authority (CMA) orders require trustees to set objectives for anyone who provides investment advice to trustees, whether an investment consultant or fiduciary manager. 

The Pensions Regulator (TPR) has now published its supporting guidance for trustees on setting objectives.

TPR’s guidance recommends that schemes:

  • State objectives that take account of the scope of services offered
  • Use balanced scorecards to evaluate investment advice
  • Understand that it is against the spirit of the order for investment advisers to set and measure their own objectives

This is a game changer and will allow trustee boards, many for the first time, to assess the performance of their investment adviser and judge value for money.

What should these objectives look like, how will they be measured, how often and what happens next?

What you’ll learn

  • Necessity and impact of the CMA order to set clear strategic objectives
  • How this guidance will work, for example the balanced scorecard, measurement and assessment process and the benefits for trustee boards
  • Wider implications for the Defined Benefit (DB) pension industry


Christy Jesudasan

Director, UK Fiduciary Solutions, BMO Global Asset Management

David Hickey

Managing Director, Head of UK Fiduciary Solutions, BMO Global Asset Management

Peter Dorward

Managing Director, IC Select

The event is now full, please contact Anna Dixon to be put on a waiting list:
0207 601 1765  |

Key info


Tuesday 24 March


PLSA, 24 Chiswell Street
London EC1Y 4TY


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


Defined Benefit (DB) corporate pension scheme trustees, chairs of trustees, and investment committee members.


Small: up to 20 attendees.