Setting strategic investment objectives in the wake of Covid-19

Webinar Archive

Setting strategic investment objectives in the wake of COVID-19

In light of Covid-19 and recent market events, trustees should be reviewing their current investment and governance arrangements to ensure they remain appropriate to enable decisions to be made quickly, according to recent guidance from The Pensions Regulator. 
Prior to the current situation, the Competition and Markets Authority set out an order requiring trustees to set objectives for anyone who provides investment advice to trustees, whether an investment consultant, or fiduciary manager. 
TPR’s supporting guidance for trustees on setting objectives allows trustee boards, many for the first time, to assess the performance of their investment adviser and judge value for money.

TPR’s guidance recommends that schemes:

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

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

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

What you’ll learn

  • Necessity and impact of the CMA order to set and assess clear strategic investment 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
  • Any implications of Covid-19 and recent market events.



Christy Jesudasan

Executive Director, Co-Head of UK & Ireland Institutional Business, Goldman Sachs

David Hickey

Head of UK Fiduciary Solutions, BMO Global Asset Management

Peter Dorward

Managing Director, IC Select

Lianne Walsh

Head of Structuring Investment Solutions, EMEA, BMO Global Asset Management; Trustee of the F&C Pension Plan

This webinar is sponsored and delivered by:

Key info


Thursday 23 April
14:00 - 15:00


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