Low dependency investing – satisfying the Regulator’s proposed DB funding code of practice

Webinar archive

Low dependency investing – satisfying the Regulator’s proposed DB funding code of practice


The Pension Regulator’s proposed revised DB funding code of practice will put journey planning firmly on the agenda for trustees. Trustees will need to define a long-term objective for when their scheme is significantly mature and also a funding and investment plan to get there.

Ultimately, the objective is to achieve low dependency on the sponsor covenant. However what does a low dependency investment strategy look like?

In this session we take a deeper look at the credit-based and cash flow-driven investment strategies described in the Regulator’s consultation document, covering:

What you’ll learn

  • What criteria should the strategy fulfil
  • What are the options for trustees
  • How can trustees choose the right one for their pension scheme
  • How can these strategies be established over time as part of a journey plan
  • What implementation options are available for small and large schemes

Please note that this PLSA webinar is only open to PLSA Fund members.

SPEAKERS

Rachel Pine

Events & Training Content Manager, PLSA

Neil Bull

Investment Consultant, The Pensions Regulator

Jonathan Smith

Director of Solutions Development, BMO Global Asset Management

 

 



Sponsor


Key info


DATE AND TIME

Wednesday 23 September 2020
11:00 - 12:00 

WHO IS IT FOR?

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