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PMI

Master Trust Working Group

With over 14 million members now saving through master trusts, the sector is going through a period of change. The PMI’s Master Trust Working Group aims to provide education, represent the views of those at the heart of the industry, support the improvements that must be made and tackle these issues.

The working group consists of four workstreams, which aim to develop educational materials and produce thought leadership to support the master trust industry.

Governance

This workstream comprises of trustees and scheme strategists to encourage best practice across the trusteeship sector. Aimed at both commercial and non-commercial trusts, the group will promote the importance of having a diverse range of skills on trustee boards.

Training and Education

Aimed at those who run and work for master trusts, as well as advisers, this group will look at training and education guides and tools to help employers to manage their schemes. The stream will also promote improvements to the master trust qualifications currently available. 

Technology and Engagement

This workstream will cover both operational and member facing technology, with a focus on the Pensions Dashboards, big data, artificial intelligence, the regulatory framework and the reliance on the quality of data.

Innovation

This workstream will focus on innovation across the pensions sector, particularly in relation to decumulation and investment.

Join a workstream

Find out more

Workstream membership will be limited to two representatives per organisation – but companies may have delegates across all four workstreams. If you are interested in joining one of the workstreams, please get in touch

Get in touch
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Governance

Current members

  • Mark Baker
    Mark Baker
    Pinsent Masons

    Chair

  • Robin Armer
    Robin Armer
    NEST
  • Vicky Holmes
    Vicky Holmes
    The Pensions Regulator
  • Rosalind Knowles
    Rosalind Knowles
    Linklaters
  • Ivan Laws
    Ivan Laws
    Ensign
  • Jessica Rigby
    Jessica Rigby
    Evolve
  • Phil Spary
    Phil Spary
    Crowe
  • Maralyn Thomas
    Maralyn Thomas
    Castle Pension Trustees
  • Alan Whalley
    Alan Whalley
    Atlas Master Trust
  • Anthea Whitton
    Anthea Whitton
    Eversheds Sutherland

Technology

Current members

  • Justine Pattullo
    Justine Pattullo
    Origo

    Chair

  • Julie Parker-Welch
    Julie Parker-Welch
    HSBC
  • Darren Philp
    Darren Philp
    Smart Pension
  • Kate Smith
    Kate Smith
    Aegon
  • Maiyuresh Rajah
    Maiyuresh Rajah
    SSGA
  • Jonathan Hawkins
    Jonathan Hawkins
    Bravura
  • Graham Peacock
    Graham Peacock
    Scottish Widows
  • Tim Gosling
    Tim Gosling
    Peoples Pension
  • Malcom Reynolds
    Malcom Reynolds
    Mercer
  • Duncan Howarth
    Duncan Howarth
    ITM Limited

Training

Current members

  • Graham Peacock
    Graham Peacock
    Scottish Widows

    Chair

  • Robin Armer
    Robin Armer
    NEST
  • Maria Nazarova-Doyle
    Maria Nazarova-Doyle
    Mercer
  • Jessica Rigby
    Jessica Rigby
    Evolve
  • Andy Parker
    Andy Parker
    Barnett Waddingham
  • Jonathan Hawkins
    Jonathan Hawkins
    Bravura
  • Bill Finch
    Bill Finch
    Salvus
  • Lesley Carline
    Lesley Carline
    PMI/KGC
  • Anthea Whitton
    Anthea Whitton
    Eversheds Sutherland

Innovation

Current members

  • Maiyuresh Rajah
    Maiyuresh Rajah
    SSGA

    Chair

  • Justine Patullo
    Justine Patullo
    Origo
  • Lesley Carline
    Lesley Carline
    PMI/KGC
  • Julie Parker-Welch
    Julie Parker-Welch
    HSBC
  • Maria Nazarova-Doyle
    Maria Nazarova-Doyle
    Mercer
  • Darren Philp
    Darren Philp
    Smart Pension
  • Kate Smith
    Kate Smith
    Aegon
  • Malcolm Reynolds
    Malcolm Reynolds
    Mercer
  •  Andy Parker
    Andy Parker
    Barnett Waddingham
  • Jonathan Hawkins
    Jonathan Hawkins
    Bravura
  • Bill Finch
    Bill Finch
    Salvus
  • Tim Gosling
    Tim Gosling
    Peoples Pension
  • Mark Baker
    Mark Baker
    Pinsent Masons
  • Mark Beck
    Mark Beck
    RPMI