Northern Conference 2025

Northern Conference 2025

03 July 2025 | 9:30 - 17:00

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Northern Conference 2025

PMI's Northern Conference is a must-attend event for anyone involved in the pensions industry, whether you're an experienced professional or just starting your career. This gathering will feature an impressive lineup of renowned speakers, representing a diverse range of organisations and backgrounds, who will share their expertise, insights, and latest developments in the field. 

By attending the conference, you'll gain access to valuable knowledge and practical strategies to navigate the ever-changing landscape of pensions. In addition to the insightful sessions, the Northern Conference provides ample networking opportunities. Connect with industry peers, forge new relationships, and expand your professional network. Share ideas, exchange experiences, and collaborate with like-minded professionals who are passionate about shaping the future of pensions.

 

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    Fees

    Members: Free
    Affiliate and Corporate members: £600 (+VAT)
    Non-members: £1200 (+VAT)
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    7

    CPD
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    10+

    Speakers
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    Future dates

    9 July 2026 - save the date!

Event Details

THE BASICS

Topics of discussion:

More details coming soon.

Who should attend:
  • Pension Scheme Managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Communication professionals
The venue

The Terrace, 3 Wellington Place, Leeds, England, LS1 4AP

3 Wellington Place By Bevan Cockerill 52

Agenda

More details coming soon.

09:30 - 10:00
Arrivals, registration and breakfast
10:00 - 10:05
Welcome from the PMI
Robert Wakefield FPMI
Robert Wakefield FPMI
PMI
President
10:05 - 10:40
More details coming soon
10:40 - 11:20
More details coming soon
11:20 - 11:45
Morning networking break
11:45 - 12:20
Pensions administration: The backbone of member experience and regulatory compliance

Effective pensions administration is crucial for ensuring accurate record-keeping, timely benefit payments, and a seamless member experience. With increasing regulatory demands, advancements in technology, and heightened member expectations, the role of administration has never been more critical.

This session will explore the latest challenges and innovations in pensions administration, from data quality and automation to regulatory compliance and member communication. Industry experts will share insights on best practices, key risks, and how schemes can future-proof their administration processes to meet evolving demands.

12:25 - 12:55
Breakout session: Unlocking End Game - practical solutions for DB schemes
Martyn Phillips
Martyn Phillips
Spence & Partners
Risk Transfer Lead

For smaller DB schemes—those with up to £175m in assets or 1,000 members—the journey to an effective endgame strategy presents unique challenges and opportunities. Whether targeting buyout, low-dependency, or consolidation, trustees and sponsors must navigate a rapidly evolving landscape to secure members’ benefits while ensuring cost efficiency.

This session offers a taster of the PMI Endgame Solutions event in London on 17th September, providing key insights tailored specifically for smaller schemes. Experts will discuss the practical steps for de-risking, insurer and consolidator appetite for smaller transactions, and alternative strategies beyond buyout.

12:25 - 12:55
Breakout session: Cyber security and pension fraud - strengthening defences in a digital age

As pension schemes embrace digital transformation, they also face growing threats from cyberattacks and pension fraud. From data breaches to ransomware and sophisticated scams targeting members, the risks are evolving rapidly. Trustees, administrators, and sponsors must stay ahead of emerging threats while ensuring compliance with regulatory expectations.

This breakout session will explore the latest cybersecurity risks facing pension schemes, practical steps for strengthening defences, and how to protect member data and assets from fraudsters. Experts will share real-world case studies, regulatory insights, and best practices to enhance scheme resilience in an increasingly digital world.

12:55 - 13:55
Lunch and networking
13:55 - 14:25
Panel discussion: Shifting Safe Havens - the future of gold and currency reserves in pensions

In recent years, the dominance of the U.S. dollar in global currency reserves has been in decline, and the price of gold has surged to unprecedented levels, currently topping $3,000 per ounce. This dramatic shift raises critical questions for pension schemes: What is the future of safe haven assets, and how can schemes incorporate them into their investment strategies to diversify and better manage risk?

This session will explore the changing landscape of global reserves, focusing on the rise of gold and other alternative safe haven assets. Experts will discuss how these developments could offer pension schemes valuable opportunities for diversification, inflation protection, and stability in uncertain times. We’ll examine the practicalities of integrating gold into a portfolio, alongside other potential safe havens, and how these assets might align with long-term pension goals.

14:30 - 15:00
Breakout session: Pension Schemes Bill 2025 – key updates & what’s next

With the Pension Schemes Bill 2025 set to reshape the UK pensions landscape, this concise update session will provide a clear overview of the latest developments, key regulatory changes, and what they mean for pension schemes, trustees, and employers. A leading expert will break down the bill’s progress, including small pots consolidation, the Value for Money (VFM) framework, DB superfunds, and governance updates. Attendees will gain practical insights on upcoming compliance requirements and the steps they need to take to prepare. This session is ideal for trustees, scheme managers, HR professionals, and industry stakeholders looking for a timely and actionable update.

14:30 - 15:00
Breakout session: Nature and bio diversity - the economic value of protecting our planet

Environmental, Social, and Governance (ESG) considerations continue to reshape the pensions landscape, with new regulations, reporting requirements, and member expectations driving change. This session will explore the latest developments in ESG, including the evolving regulatory landscape, investment trends, and how schemes can integrate sustainability into their strategies while balancing fiduciary responsibilities.

Join industry experts as they discuss the practical implications of ESG for trustees, pension managers, and asset managers, highlighting real-world case studies and forward-looking insights.

15:00 - 15:25
Afternoon networking break
15:25 - 16:00
Keynote: More details coming soon
16:00 - 17:00
Drinks reception on the terrace

Speakers

More details coming soon.

Martyn Phillips
Martyn Phillips
Spence & Partners
- Risk Transfer Lead

Martyn has been involved and heavily focussed on the Pension Risk Transfer market since 2007. In that time, he has worked on the insurer side for around 4 years (gaining hugely valuable insights into the insurer processes, mindset and strategies), and has over 13 years of experience on the trustee advisory side.

Martyn has built and led Pension Risk Transfer teams in major Employee Benefit consultancies. He has personally led and advised on c50 transactions, covering schemes below £10m to schemes over £1bn in size, and has driven innovation in the Pension Risk Transfer marketplace, bringing a focus on pragmatic and holistic solutions whilst always maintaining a focus on key client and member outcomes required.

Robert Wakefield FPMI
Robert Wakefield FPMI
PMI
- President

Thank you to our sponsors and partners for their continued support

Spence & Partners
Spence & Partners
Sponsor
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P/E Investments
P/E Investments
Sponsor
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