Here you can download resources – such as PDF versions of the toolkit tutorials – to learn offline. 


        
 
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Pensions law: Case example 1/1 - A case for the Ombudsman
PDF document pensions-law-case-example-one.pdf

If the internal disputes resolution process doesn’t work, what does the complainant do next? Here is an example of a case that went to the Ombudsman.


0.03Mb, 2 pages


An introduction to investment: Check your scheme worksheet
PDF document intro-to-investment-check-your-scheme.pdf

Complete the worksheet to understand your own scheme in relation to the learning from this module


0.07Mb, 8 pages


An introduction to investment: Tutorial 1/9 - Investment in a pension scheme
PDF document Intro to investment - Tutorial 1 Investment in a pension scheme.pdf

Find out about the legislative requirements and powers of the trustees regarding investing scheme assets.


0.08Mb, 6 pages


An introduction to investment: Tutorial 2/9 - Setting an investment strategy
PDF document Intro to investment - Tutorial 2 Setting an investment strategy.pdf

A brief introduction to setting an investment strategy in both defined benefit (DB) and defined contribution (DC) schemes including restrictions.


0.08Mb, 9 pages


An introduction to investment: Tutorial 3/9 - Types of asset, common assets
PDF document Intro to investment - Tutorial 3 Types of asset - Common assets.pdf

Learn about the characteristics of common asset types including: equities, bonds and cash. You will also learn about different approaches to asset management.


0.09Mb, 13 pages


An introduction to investment: Tutorial 4/9 Types of asset - Alternative assets
PDF document Intro to investment - Tutorial 4 Types of asset - Alternative assets.pdf

Learn about alternative assets such as property, commodities, hedge funds and derivatives.


0.10Mb, 13 pages


An introduction to investment: Tutorial 5/9 - Capital markets and economic cycles
PDF document Intro to investment - Tutorial 5 Capital markets and economic cycles.pdf

Find out about the ways people can buy and sell investments, and how the economic cycle can affect the way they perform.


0.08Mb, 12 pages


An introduction to investment: Tutorial 6/9 - Risk and reward
PDF document Intro to investment - Tutorial 6 Risk and reward.pdf

Find out about the concept of return on investment, and consider the choice investors have of taking a higher risk in return for potentially a greater reward.


0.06Mb, 7 pages


An introduction to investment: Tutorial 7/9 - Passive and active management
PDF document Intro to investment - Tutorial 7 Active and passive management.pdf

Find out about active and passive investment management approaches.


0.07Mb, 4 pages


An introduction to investment: Tutorial 8/9 - Suitability and diversification
PDF document Intro to investment - Tutorial 8 Suitability and diversification.pdf

Learn about the key principles of suitability and diversification of assets.


0.05Mb, 4 pages


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