Understanding Investment Only Platform Solutions
Understanding Investment Only Platform Solutions
PMI ACADEMY TRAINING SESSION BY PHOENIX CORPORATE INVESTMENT SERVICES
Pension scheme management has become increasingly complex, with trustees, their consultants and scheme administrators facing a number of challenges at both an operational and strategic level.
As priorities shift, with an increased focus on delivering value for money, incorporating more sustainable investment options, and diversifying investment portfolios, schemes are looking for ways to streamline operational processes and simplify change management. At the same time, they are navigating increased governance and reporting requirements as the regulatory landscape evolves.
In this training session, we’ll examine some of the current complexities of pension scheme management, and consider the solutions that investment only platforms can enable to achieve time and cost efficiencies, support trustees with their fiduciary duties and manage change.
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Fees
This webinar is free for members and non members -
2
speakers -
1 hour
of CPD -
Online
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Event Details
THE BASICS
Accessing a wider range of investment opportunities through blended and white-labelled fund solutions
- Simplifying operational processes and mitigating risk
- Managing change to minimise out-of-market exposure and impact to members
- Support with governance and regulatory reporting
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
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