Here you can download resources – such as PDF versions of the toolkit tutorials – to learn offline.
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.
Complete the worksheet to understand your own scheme in relation to the learning from this module
Find out about the legislative requirements and powers of the trustees regarding investing scheme assets.
A brief introduction to setting an investment strategy in both defined benefit (DB) and defined contribution (DC) schemes including restrictions.
Learn about the characteristics of common asset types including: equities, bonds and cash. You will also learn about different approaches to asset management.
Learn about alternative assets such as property, commodities, hedge funds and derivatives.
Find out about the ways people can buy and sell investments, and how the economic cycle can affect the way they perform.
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.
Find out about active and passive investment management approaches.
Learn about the key principles of suitability and diversification of assets.