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Pension Fund Strategies, Governance, Regulation & Investment Duration: 1 Week/s

Course Information

  • Course Price £4895 Plus VAT
  • Location UK Courses
  • Course Code PFSGR
  • Course Date 5 Oct - 9 Oct 2026

Course Objectives

Pension funds sit at the intersection of long-term promises to members, complex financial markets, and evolving regulatory expectations.
Boards and executives must balance funding, investment, risk, and operational realities while keeping member outcomes at the centre of decision-making.
At the same time, regulatory change, demographic pressure, climate risk, and technological disruption are reshaping what good strategy and governance look like in the pension industry.
Traditional approaches that separate strategy, governance, regulation, and investment into silos can lead to fragmented decision-making and missed risks.
This intensive 5-day programme provides an integrated view of pension fund strategy, governance, regulation, and investment.
Through case studies, simulations, and structured exercises, delegates will learn how to design and oversee coherent strategies that align funding, investment, risk, and member value.
Participants will leave with a practical roadmap for strengthening their fund’s strategic positioning, governance arrangements, and investment decision-making framework.


Who Should Attend

Trustees and board members seeking a clearer understanding of how strategy, regulation, and investment fit together. Risk and investment committee members overseeing funding, investment, and risk decisions. Senior managers in finance, HR, risk, and corporate affairs who support pension strategy and governance. Chief Investment Officers, portfolio managers, and investment committee members working with or within pension funds. Risk management professionals responsible for market, credit, liquidity, and operational risk across the fund. Client relationship and solutions leaders working with institutional pension clients on strategy and investment design. Regulatory and supervisory staff who want deeper insight into how pension funds design and execute strategies. Legal, actuarial, investment, and governance advisers supporting boards and sponsors on strategic and investment matters.

Prerequisite Courses

None


Course Overview

Global Pension Landscape and Strategic Positioning

  • Delegates will explore key trends shaping pension funds, including longevity, labour markets, interest rates, inflation, and climate risk.

  • Participants will examine different pension models and strategic archetypes and consider where their own schemes or funds sit on this landscape.

  • They will learn how to frame and communicate a clear strategic purpose and value proposition for their fund.

    • Governance Frameworks and Fiduciary Decision-Making
  • Participants will review governance frameworks, fiduciary duties, and decision-making structures relevant to pension funds.

  • Delegates will explore how boards, committees, and management teams share responsibilities for strategy, risk, and investment oversight.

  • They will learn practical techniques for improving board effectiveness, challenge, and documentation of key decisions.

    • Regulation, Compliance, and Supervisory Expectations
  • Delegates will examine regulatory regimes and guidance that shape pension fund strategy, governance, and investment behaviour.

  • Participants will explore how to interpret regulatory signals, thematic reviews, and enforcement trends in a strategic way.

  • They will learn how to embed compliance considerations into strategic planning rather than treating them as afterthoughts.

    • Funding Strategy, Liabilities, and Risk-Based Approaches
  • Participants will consider how funding strategies are developed, including the role of actuarial valuations, covenant assessments, and risk appetite.

  • Delegates will explore risk-based approaches to setting and reviewing funding plans under different economic and regulatory scenarios.

  • They will learn how to link funding strategy to investment strategy, de-risking pathways, and member communication.

    • Investment Strategy Design and Portfolio Construction
  • Delegates will review the components of investment strategy, including strategic asset allocation, portfolio construction, and risk budgeting.

  • Participants will examine approaches to diversification, illiquids, hedging, and dynamic de-risking in different types of pension funds.

  • They will learn how to assess whether current investment strategies remain fit for purpose given objectives, constraints, and regulations.

    • Implementation, Manager Oversight, and Operational Governance
  • Participants will explore how strategies are implemented through mandates, manager selection, and investment operations.

  • Delegates will learn how to set clear expectations for managers and service providers, including mandates, benchmarks, and reporting requirements.

  • They will consider operational governance, including controls, data quality, and operational resilience in investment processes.

    • Member Outcomes, Value for Money, and Stakeholder Communication
  • Delegates will examine how strategy and investment decisions translate into outcomes for different member cohorts.

  • Participants will explore value for money frameworks and how to assess fees, performance, and service quality in a holistic way.

  • They will learn practical approaches to communicating complex strategic and investment issues in clear, member-friendly language.

    • Strategic Road mapping, Monitoring, and Change Leadership
  • Delegates will consider how to sequence initiatives, secure stakeholder buy-in and align internal and external partners.

  • They will leave with a personal Strategy and Governance Action Plan that links programme learning to their own role and responsibilities



    • Course Materials

    Course notes, handouts

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