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PMI
Pensions Certificate in ED&I

Pensions Certificate in ED&I

20 June 2023 | 10:00 - 15:00

Pensions Certificate in ED&I through Nelu Solutions

Receive a Pensions Certificate in ED&I through Nelu Solutions (“Nelu”) in partnership with the Pensions Management Institute. Apply immediately actionable steps to further board equality, diversity, and inclusion (“ED&I”) and ESG strategic objectives.


Following a renewed social justice movement and a global pandemic that brought deep health and financial disparities to the fore, the social and governance impact of ED&I has become an area of focus.

Today’s workforce is more diverse than ever before, and their views, expectations, and experiences are much different than what existed even in the recent past. These changes have forced governments, employers, and corporate boards alike to modernize their approach to socio-environmental engagement. In fact, a majority the world’s top ten economies have now moved to enforce ESG regulations beyond environmental issues.

Pension trustee boards have responded by updating their ESG investment strategies to evaluate the social and governance impact of the assets in which they invest, but struggle to diversify board members and evaluate the impact of ED&I on decision-making and membership engagement strategies.

The social and regulatory risk is mounting. Employers are now pushing their DE&I initiatives beyond their internal operations and out to their vendors and suppliers. The implementation of auto-enrolment is continuing to increase the gender, ethnic, and racial diversity of pension populations. Plus, The Pension Regulator (“TPR”) has laid out aggressive ED&I goals for itself, and has issued guidance stating its intention to begin collecting trustee board diversity data and understand the fiduciary and member-outcome impact of ED&I initiatives.

The time is now. Prepare for the evolving regulatory and social landscape by strengthening your ED&I strategies and standards. This will be an interactive workshop, inclusive of quizzes and case studies.

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    Fees

    Members: £1,499 (+VAT)
    Non-members: £1,599 (+VAT)

    Please note: No cancellation within 6 weeks from date of delivery. Also, as the training is being delivered by a third party (Nelu) PMI will still hold the right to decline a booking, for content sensitivity reasons.
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    London

    location
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    Speaker

    1
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    Certificate

    of completion
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    CPD

    4

Event Details

THE BASICS

Topics of discussion:
  • Setting board diversity goals and creating inclusive environments for effective dialogue and decision-making
  • Implementing a systems approach to member engagement by understanding the socio-environmental factors that lead to financial disparities
  • Leveraging member surveys and inclusive communications to improve engagement with all scheme members
  • Incorporating TPR ED&I guidance into board processes, procedures, and practices
Who should attend:
  • Pension scheme managers
  • Trustees
  • Administrators
  • Policy advisers
  • Lawyers
  • Corporate IFAs
  • Investment managers 
  • Actuaries
  • Communication professionals
  • Scheme secretaries
  • Financial directors 
  • HR representatives
The venue

Invesco, 43-45 Portman Square, London W1H 6LY

Agenda

9:30 - 9:50
Arrival
9:50 - 10:00
Welcome
10:00 - 11:00
Setting board diversity goals and creating inclusive environments for effective dialogue and decision-making
11:00 - 12:00
Implementing a systems approach to member engagement by understanding the socio-environmental factors that lead to financial disparities
12:00 - 13:00
Lunch
13:00 - 14:00
Leveraging member surveys and inclusive communications to improve engagement with all scheme members
14:00 - 15:00
Incorporating TPR DE&I guidance into board processes, procedures, and practices

Instructor

Uche Enemchukwu
Uche Enemchukwu
Nelu Diversified Consulting Solutions
- Co-founder and CEO

Uche Enemchukwu is the Co-founder and CEO of Nelu Diversified Consulting Solutions (“Nelu”), a global diversity, equity and inclusion (DE&I) consultancy that specializes in employee benefits. With offices in the United States and United Kingdom, Nelu has garnered the attention of global plan sponsors and news outlets, has been recognized the University of Chicago Booth School of Business for its innovative approach, and is widely recognized as the leading provider of DE&I strategy for employee benefit plans.

Widely published and possessing deep benefits experience, Uche began her career as an associate attorney at a large law firm with a well-regarded and sophisticated human capital and benefits practice. She then transitioned to consulting at Willis Towers Watson, where she drove benefits compliance and strategy results for Fortune 100 employers. Before founding Nelu, Uche led retirement compliance at Boeing where she was also responsible for retirement and financial wellbeing policy, all federal agency interactions (U.S. Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation), and collective bargaining. At Boeing, she also developed, designed, and implemented a Total Rewards DE&I function, through which she executed multiple first-of-their-kind solutions.

Uche received her J.D. and LL.M. in Taxation from Washington University in St. Louis. There, she was awarded the Dagen-Legomsky International Public Interest Fellowship and taught undergraduate-level international human rights courses in the Netherlands. Uche received her B.A. in History and International Comparative Area Studies from Duke University. She is currently pursuing an Executive MBA from the University of Chicago Booth School of Business.