In this scenario the sub-committee meet Lesley, the investment consultant, who presents various scenarios based on the current investment strategy as well as stochastic models based on alternative strategies.

In this scenario the sub-committee meet to look at options for changing the DB investment strategy. They then present the recommendations to the full trustee board.

See an example of a downside protection arrangement using equity options.

Take a look at a genuine annual report and accounts (names of individuals and companies have been changed)

Take a look at a sample business plan for the fictional Titan pension scheme

See a sample trustee job description for the fictional Titan pension scheme

See a sample job description for the chair of the fictional Olympic Insurance pension scheme

A short guide to help you get the most from our learning needs analysis and learning log tools.

Use this tool to assess what learning you need and then create a personal development plan (PDP).

Complete the learning log to help you record and reflect on your learning.