Education and Events:Courses, Seminars and Events

Below you will see our current list of the training courses we run regularly and upcoming seminars and discussion groups. If you are interested in a particular course or event, please use the linked form to make an enquiry and we will get back to you with more details and availability.


Use this session to help you make informed decisions regarding the potential transfer of pension liabilities. You’ll get an overview of bulk annuities in this training session and understand the process of buying out a pension trust. Gain insights into the bulk annuity market, the process of preparing a trust for a bulk annuity transaction, and other considerations associated with bulk annuities.


This training session, usually provided once your pension trust is nearing completion of a buyout or a bulk transfer project, explains the purpose of winding-up a trust. As well as giving you a broad overview of the process, member communications, trustee insurance and reporting requirements involved.


Gain a solid understanding of Liability Driven Investment (LDI) in this session and whether or not LDI is right for your trust. Explore the concept of matching pension trust assets to liabilities, learn about different LDI strategies, and understand how to effectively implement, monitor and manage an LDI approach to mitigate funding level risks.


The session will give you an understanding of the Pensions Regulator’s Single Code of Practice. You’ll explore the new Effective System of Governance, broken down into key modules, as well as the annual Own Risk Assessment requirement. Guidance is provided on how to prepare for the Single Code by conducting a gap analysis and preparing trustee policy documents.


This training session will give you an overview on what Pensions Dashboards are and how they plan to function. You’ll also cover their trust requirements, on boarding date and how we can help you in meeting these requirements.


In this training session, you’ll delve into the risks posed by climate change to your pension trust. Learn about regulatory requirements, best practices for assessing and managing climate-related risks, and strategies for integrating climate considerations into the investment decision-making processes.


Environmental, Social, and Governance (ESG) considerations are increasingly important for pension trustees. This training session gives you a framework to evaluate and integrate ESG risks in a balanced manner. Learn about best practices and regulatory expectations. As well as effective strategies for incorporating ESG factors into investment decision-making processes in a balanced way, while mitigating conflicts between the different factors.


Get an overview on HMRC’s new Managing Pensions Trust (MPS) online service. You’ll learn the role of the registered “Administrator” and “Practitioners”, reporting requirements and how to migrate from the existing The Pensions Trust Service “TPSS” to the MPS system. One-to-one sessions are also available for trustees or employers that are experiencing issues with HMRC when migrating to the new MPS online service.


This training session is for trustees where the trust has a Defined Contribution component. This module covers the new Value for Money framework requirements, how this is intended to benefit members, the comparison requirements the framework has introduced and how this is being encompassed in the existing annual Chair’s Statement.


Explore the field of behavioural finance and its relevance to pension trust management. This session focuses on understanding and recognising common human biases and emotional tendencies that can impact investment decision-making. You’ll gain valuable insights that will enhance your decision-making processes and mitigate cognitive biases.


This session focuses on the emergence of a digital hard currency bitcoin, and its potential role within pension trust portfolios. Understand the benefits, risks, and considerations associated with incorporating bitcoin as a small allocation within investment portfolios.


Split into two separate sessions you’ll first cover the underlying governance mechanisms of Bitcoin, how Bitcoin operates without any central authority and intermediaries, and why bitcoin governance is transparent and trustworthy. The second session it all about Bitcoin's Increasingly Positive Environmental Impact and the Social Implications of Bitcoin. Learn to evaluate Bitcoin's social implications, including its effects on financial inclusion, and promotion of human rights, freedom and democracy.


Get an overview of the key risks and considerations that you should be aware of in respect of your own security. Including a trust specific Cyber Security Policy and understanding your provider’s cyber security measures.



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Find out more about Cartwright courses and events

To discuss your specific requirements with a member of our team, please start by sending us a brief message or, if your enquiry is more urgent, call our Head Office on 01483 860 201 and we will be put you in contact with the right person.

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Bitcoin Policy Investor in Customers United Nations Paris Agreement Carbon Neutral Commitment UN Principals for Responsible Investing Quality Assurance Scheme and Actuaries Code