Governance considerations

8 October | Webinar

Governance considerations: is fiduciary management right for your pension scheme?

Many trustees seek clarity on what fiduciary management actually entails, and if it is appropriate for their specific scheme.  Appointing a fiduciary manager is essentially a governance decision, by which the execution of the trustees’ investment strategy is implemented by a specialist fiduciary partner. In this webinar Paul Wharton from Russell Investments and Peter Daniels from Barnett Waddingham will discuss the key considerations for trustees to ensure they make the right governance choice.  They will also discuss the role of an impartial, third-party evaluator in providing helpful and constructive input to the trustees at this critical juncture in a scheme’s life.  There will be time allocated for Q&A with the speakers.

What you'll learn

  • The governance process and regulation applied to trustees
  • Who the appropriate parties are to implement an investment strategy
  • Where the responsibilities of trustees, advisers and fiduciary managers begin and end

Paul Wharton

Director, Fiduciary Management, Russell Investments

Peter Daniels

Head of FM Evaluate, Barnett Waddingham

Alyshia Harrington-Clark

Policy Lead: Cost Transparency Initiative

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

Key info


DATE AND TIME

Tuesday 8 October
10:00-10:45

LOCATION

Online webinar

FEES

Free for PLSA members

SUITABLE FOR?

Pensions Managers, Trustees, Independent Trustees, Consultants, CIOs and FDs