image image

Investment training for pension trustees and institutional investors

Investment training

Build confidence in today’s complex markets with training that explains the “why”, the “what”, and the “so what” for pension scheme outcomes - covering LDI, fixed income, liquidity and risk management.

Our investment training programme is designed to deepen investment understanding and support pension scheme objectives through clear, practical education delivered by experienced specialists.

Upcoming training sessions:

Request a bespoke training session

You can learn in the format that suits you best:

  • Two in-person training seminars each year, held in our offices in London
  • Regional consultant masterclasses aimed at junior investment consultants covering LDI and fixed income (basic and intermediate levels offered)
  • Ad-hoc trustee sessions tailored to your scheme’s priorities
  • On-demand video and webinar resources aligned to our learning pathways, so you can build and deepen your knowledge at your own pace
  • A glossary to help demystify key investment terms

Learning pathways for trustees

Our training credentials

116

attendees from 69 pension schemes in 20251

14

years we have been running investment training2

200

consultants attended our Masterclasses across six regions in 2025

100%

of delegates would recommend our investment training and consultant materclasses3

Frequently asked questions

Back To Top