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EPFIF Forum Membership Categories

Each Forum has a distinct membership to ensure that it is reflective of the best interests of the pension fund membership.  Occasionally it is necessary to limit membership of other categories to ensure that there is a good balance between pension funds and the supply side of the pensions and investment industry.  If you are interested in joining any of the Forums but cannot find your particular type of organisation listed please do ask so that it might be considered.

UK Pension Fund Investment Forum
Category I – representatives of occupational and local authority pension funds (members currently account for over £270 billion of assets).

Category II – representatives of the pensions industry.

Money Purchase Pensions Forum
Category I – representatives of corporate and local authority pension funds or the sponsoring employer of such pension funds.

Other Categories – Open to a limited number of other representatives from the pension investment management and advisory industries. Membership is open to a limited number of pension fund third party Administrators, Actuaries, Consultants, Solicitors, Accountants, Independent Trustees, Investment Managers, Financial Advisers including Property Advisers, Pooled Fund Operators, Insurance Companies, Building Societies, Stockbrokers or Custodians.

Pension Trustees Circle
Category I – Open to experienced trustees and quasi-trustees of corporate and local authority pension funds.

Other Categories – Open to a limited number of other representatives from the pension investment management and advisory industries. Membership is open to a limited number of Accountants, Actuaries, third party Administrators, Consultants, Custodians, Financial Advisers, Independent Trustees, Insurance Companies, Investment Managers, Pooled Fund Operators, Property Advisers, Solicitors and Stockbrokers.

Benelux Forum
Category I – Open to representatives of European Pension Funds. Members include representatives of Belgian, British, Dutch, and German Pension Funds as well as multinational companies.

Category IV – Open to any charity, foundation or other non-commercial organisation as well as any pension fund association, regulator or supervisory body. Other Categories – Open to a limited number of other representatives from the pensions and investment industry. Members include Investment Managers (active and quant), Property Advisers, Venture Capitalists, Insurance Companies, Solicitors, Stockbrokers, Custodian Banks, Actuaries, Consultants and Performance Measurement Services.

Nordic Forum
Category I: Open to representatives of European Pension Funds or similar investment institutions. Members include representatives of Danish, Finish, Norwegian and Swedish Pension Funds as well as multinational funds.

Category IV: Open to any charity, foudation or other non-commercial organisation as well as any pension fund association regulator or supervisory body. Other Categories: Open to a limited number of other representatives from the pensions and investment industry including Investment Managers (active and quant), Property Advisers, Venture Capitalists, Insurance Companies, Solicitors, Stockbrokers, Custodian Banks, Actuaries, Consultants and Performance Measurement Specialists.

Swiss International Forum
Category I: Open to representatives of European Pension Funds. Members include representatives of Swiss, Southern German, Austrian and Northern Italian Pension Funds as well as multinational companies.

Other Categories: Other Categories: Open to a limited number of other representatives from the pensions and investment industry including Investment Managers (active and quant), Property Advisers, Venture Capitalists, Insurance Companies, Solicitors, Stockbrokers, Custodian Banks, Actuaries, Consultants and Performance Measurement Specialists.

Southern Africa Forum
Category I: Open to representatives of Southern Africa Pension Funds. Members include pension fund representatives from South Africa, Botswana, Namibia, Swaziland and Zimbabwe as well as from multinational companies.

Category III: Open to any charity, foundation, other non-commercial organisation whose investment objectives are similar in nature to a pension fund, regulator or supervisory body.

Other Categories:  Open to a limited number of other representatives from the pension investment management and advisory industries. Membership is open to a limited number of pension fund third party Administrators, Actuaries, Consultants, Solicitors, Accountants, Independent Trustees, Investment Managers, Financial Advisers including Property Advisers, Pooled Fund Operators, Insurance Companies, Stockbrokers and Custodians. Capitalists, Insurance Companies, Solicitors, Stockbrokers, Custodian Banks, Actuaries, Consultants and Performance Measurement Specialists.