Investment training for trustees

About First Actuarial's Investment Training for Trusteeship training course

Under the Pensions Act 2004, trustees must demonstrate a sound awareness of investment principles.

In this one-day course, we’ll cut through the mind-boggling jargon to give you a robust understanding of pension scheme investment. The course will also help you to question and challenge your investment advisers more effectively.

Is this course right for me?

The course is ideal for newly-appointed trustees, but can also act as a useful refresher for existing trustees who wish to update and develop their investment knowledge.

Investment training for trustees

What does the course cover?

  • Asset types
  • Trustee responsibilities
  • Asset allocation strategy
  • Risks and mitigating actions
  • Fund management
  • Statement of investment principles
  • Performance measurement

Our course convenors explain complex issues in simple and straightforward ways. They will also encourage informal discussion and exchange of ideas to help you benefit from the experiences of other scheme trustees.

We are running this course on the following dates

Date Duration Location
05/03/2020 Full day London Book now
30/04/2020 Full day Leeds Book now
01/10/2020 Full day London Book now
15/10/2020 Full day Leeds Book now
For further details or if you have any questions please call 01256 340 085 or email

First Actuarial case studies

The Kennel Club

Concerned about the risk of an Employer contribution increase as a result of high liabilities, Trustees of the Kennel Club Pension Fund turned to First Actuarial.

“They’re extremely professional and helpful. Their input always seems sound, logical and well presented. First Actuarial handled the transition well, they provide us with helpful guidance, and have delivered what they promised when they pitched for the work.”



PremierFirst makes cost and time savings by moving its documents to First Actuarial’s secure Client Hub

"First Actuarial offered us a sensible and well-priced proposition. They supported us very well in uploading all our information in a structured way.
We’re not aware of any document going missing in the process. And it’s maintained very well."



The RSPB was determined to minimise the impact of its new defined contribution scheme on employees, and appointed First Actuarial to support the transition and select a provider with strong ethical values.

“I would definitely recommend working with First Actuarial. Their consultants went over and above the call of duty to make sure the project progressed smoothly.”

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