Pensions Investment Forum 2025

Pensions Investment Forum 2025

27 November 2025 | 08:30 - 17:30

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Pensions Investment Forum 2025

The leading forum for industry professionals, trustees, regulators, and asset managers to explore the future of pensions in the UK. ​

​As the sector faces unique challenges—ranging from regulatory changes and the evolving role of defined benefit (DB) and defined contribution (DC) schemes, to navigating economic uncertainty in the post-Brexit landscape—this conference will provide crucial insights into innovative investment strategies and sustainable growth. Join us to discuss the key issues impacting UK pension schemes, network with peers, and discover the best practices shaping the future of retirement security for millions of UK citizens.

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    Fees

    Members: Free
    Affiliate and Corporate members: £600 (+VAT)
    Non-members: £1200 (+VAT)
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    In person

    event
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    Speakers

    10+
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    CPD

    7

Event Details

THE BASICS

Topics of discussion:
  • ESG in UK pension schemes​
  • UK pension fund governance and regulation​
  • The role of liability-driven investment 
  • What next in lifetime savings narrative: managing longevity risk​
  • Navigating UK economic uncertainty​
  • Pension Fund Consolidation: Exploring the rise of superfunds and consolidation of smaller schemes to improve efficiency and governance.
  • Infrastructure and real assets: Opportunities for UK pension funds in domestic infrastructure projects and real asset investments
Who should attend:
  • Pension scheme managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants 
  • Lawyers
  • Corporate IFAs
  • Investment managers 
  • Actuaries
  • Communication professionals
  • Scheme secretaries
  • Financial directors 
  • HR representatives
The venue

Mayer Brown LLP, 201 Bishopsgate, London EC2M 3AF, London

Agenda

More information soon.

09:00 - 09:10
Welcome from the PMI
09:10 - 09:40
Regulatory vision and investment evolution: Financial Conduct Authority (FCA) and the future of scale
Charlotte Clark
Charlotte Clark
Financial Conduct Authority (FCA)
Director of Cross Cutting Policy and Strategy

Join us as we open the day with a strategic look at the FCA’s evolving approach to pensions regulation. We’ll explore how its priorities support long-term value, innovation and better member outcomes. This session will also examine the rise of ‘sophisticated scale’—how schemes can use consolidation, governance, and data to broaden asset access and improve outcomes. It sets the tone for a day of practical insight on regulation, resilience, and redefining investment ambition in UK pensions.

09:40 - 10:20
Global outlook: Managing risk and opportunity in a changing world

How should UK pension schemes respond to economic volatility, political tensions and global market shifts? In this session, leading economists and strategists assess key trends, from inflation and interest rates to geopolitical power shifts, highlighting their impact on long-term investment strategy. Gain clear insight into how schemes can strengthen resilience and position themselves for a rapidly evolving world.

10:20 - 10:50
Panel discussion: Unlocking private markets: Investing for long-term growth

Private markets are playing a growing role in pension portfolios, offering diversification, resilience and long-term value. This panel brings together asset managers, intermediaries and investors to explore where the real opportunities lie from infrastructure to private credit and growth equity. We’ll discuss how schemes can access these assets effectively, what good governance looks like, and how to overcome barriers around scale, transparency and implementation. A practical discussion on making private markets work for all types of pension schemes.

10:50 - 11:20
Morning networking break
11:20 - 11:55
Legal perspectives: Fiduciary duty and the future of pension investment
Henry Corrigan
Henry Corrigan
Mayer Brown
Associate

Hosted by Mayer Brown, this session explores the legal considerations shaping UK pension investment. With changing regulation, growing ESG expectations and market innovation, what does fiduciary duty mean today? Legal experts will unpack key case law and provide clarity on how trustees can navigate evolving responsibilities with confidence.

12:00 - 12:35
Breakout session: DB investment strategy: Aligning with the end game

As DB schemes approach end-game objectives, buy-out, run-off or consolidation, investment strategy must evolve. This session examines how asset allocation, liquidity and risk oversight should adapt as funding levels and time horizons change. Hear from experienced practitioners on aligning investment decision-making with your scheme’s journey plan in today’s market.

12:00 - 12:35
Breakout session: Technology and innovation in pension investing

Explore how AI, data analytics and digital platforms are reshaping asset management, risk oversight and member engagement. This forward-focused session highlights the role of technology in creating more agile and responsive investment strategies.

12:35 - 13:35
Lunch and networking
13:35 - 14:10
Investing into retirement: Delivering guided outcomes
James Monk
James Monk
Fidelity International Limited
Investment Director
14:15 - 14:50
Global lessons, local actions: Governance in a deglobalised world

As geopolitical shifts disrupt global markets, trustees must rethink investment governance. This session explores how international experience is informing UK strategy, and how the ‘G’ in ESG is evolving—from board structures and stewardship to geopolitical risk awareness. Discover what good governance looks like in a more complex investment landscape.

14:15 - 14:50
Adapting LDI strategies for a higher-rate world

As interest rates and inflation continue to shape market dynamics, pension schemes must rethink how their LDI strategies can deliver stability and resilience. This session explores the latest thinking and innovations in LDI, covering liquidity management, collateral challenges, and long-term funding objectives. Hear from industry experts on how schemes are evolving their approach to manage risk more effectively and align with changing economic conditions.

14:50 - 15:20
Afternoon networking break
15:20 - 15:55
DC 2030: What will good look like?

As the defined contribution landscape continues to evolve, what does ‘good’ look like for schemes seeking to support better member outcomes? This session takes a practical look at how governance, investment strategy and member communications are adapting to meet the needs of a changing workforce. We’ll explore the role of master trusts, the rise of guided retirement, and how schemes can respond to increasing expectations from both regulators and members. As we move towards a more outcomes-focused future, this session offers a grounding point before we look even further ahead.

15:55 - 16:30
Pensions, people and the future: What’s next?
Tracey Follows
Tracey Follows
Futurologist

In this closing keynote, renowned futurologist Tracey Follows looks ahead to the trends transforming work, ageing and financial security. What will tomorrow’s savers expect? And how can pension schemes remain relevant and resilient in a fast-changing world? This inspiring session challenges us to look beyond today and prepare for what comes next.

16:30 - 17:30
Networking drinks reception

Speakers

More information soon.

Tracey Follows
Tracey Follows
- Futurologist

Tracey Follows is a globally recognized futurist, named in the Global Gurus Top 30 Futurists for 2025 alongside William Gibson and Kevin Kelly, and listed in the Top 50 Female Futurists in Forbes. She is the founder and CEO of Futuremade, a strategic foresight consultancy working with brands like Virgin, Amazon, Google, and Coca-Cola to navigate the mega trends shaping tomorrow.

A sought-after keynote speaker, Tracey has engaged audiences at the United Nations, FT’s Global Boardroom, Cannes Lions, and Fortune’s Brainstorm AI with her stage presence and actionable insights as she advises businesses and policymakers on the global trends transforming society and technology.

Her pioneering book The Future of You: Can Your Identity Survive 21st Century Technology? explores how emerging technologies are reshaping personal identity. Its themes are expanded in her award-winning podcast, which scooped Best Technology Show at the Independent Podcast Awards 2023.

Tracey was Jury President at Cannes Lions Festival of Creativity 2019 (inaugural Creative Strategy Lion) and Jury President for Innovation and Creative Data at Eurobest 2018, and is presently Co-Chair of the Cross Technology working group of the Global Initiative on Virtual Worlds and AI – Discovering the Citiverse a visionary multi-stakeholder platform launched by ITU in collaboration with the United Nations International Computing Centre (UNICC) and Digital Dubai.

Tracey has worked extensively with Big Tech including Meta, Amazon, Snapchat and Google - including with the Advanced Technology Group in MountainView, with Google Creative Labs, and presenting the Future of YouTube alongside Matt Brittin at AdWeek. She did Future Visions with Richard Branson. And sat on the Advisory Board of Martha Lane-Fox’s thinktank DotEveryone. She is presently on the advisory board of the Lifeboat Foundation.

She is a Visiting Professor in Digital Futures & Identity at Staffordshire University and a guest lecturer at London Business School. She is an associate fellow of the World Academy of Art & Science, and writes a regular column on AI in Forbes.

Tracey is a trusted commentator for media outlets like the BBC, Times, and FT as her work connects technological foresight with societal impact, helping organisations navigate uncertainty and seize opportunity.

Charlotte Clark
Charlotte Clark
Financial Conduct Authority (FCA)
- Director of Cross Cutting Policy and Strategy

Charlotte Clark CBE has been the Director of Cross-Cutting Policy and Strategy at the FCA since November 2024. Her team leads on areas such as Consumer Duty, Vulnerability, Redress and Prudential Policy as well as areas such as the development of policy for AI. Prior to this Charlotte was the Director of Regulation at ABI, leading on areas such as Solvency II reform and the ESG. Her background is in the civil service where she had senior roles in HMT, DWP and DfE including being the Director for Private Pensions at DWP.

Henry Corrigan
Henry Corrigan
Mayer Brown
- Associate

Henry Corrigan, senior associate, advises trustee and employer clients on all aspects of pensions law and practice. Henry helps clients comply with their legal obligations in relation their pensions arrangements both in a day to day advisory capacity and on significant projects.

James Monk
James Monk
Fidelity International Limited
- Investment Director

Thank you to our sponsors and partners for their continued support

Mayer Brown
Mayer Brown
Host
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Fidelity International Limited
Fidelity International Limited
Sponsor
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