How to make the most of your annual and critical investment manager reviews?

The critical investment manager review provides an opportunity for your pension scheme to identify inefficiencies, assess Value for Money, and consider potential alternative arrangements in a cost effective manner.

The Pensions Authority Code of Practice requires an annual review every year and a Critical Review once every three-to-five years. We will share some ideas to help you make the most of these assessments.

Why attend?

We will cover the following:

• Key components of a Critical Review
• How to effectively evaluate your scheme arrangements
• Benefits of assessing Value for Money
• Key components of an Annual Review
• Risk metrics to include in an Annual Review

And more!

Who should attend?

The webinar is free to attend open to all pension scheme trustees, in-house pension staff and pension sponsor representatives. This session will focus on how to effectively utilise Critical and Annual reviews of DB & DC pension scheme as well as other institutional arrangements.