About  Future-proof your investment strategy
As the investment landscape continues to evolve amid economic uncertainty, regulatory shifts, and growing demands for sustainability and member-centric outcomes, trustees and pensions professionals face a critical challenge: how to deliver long-term value in a world of short-term volatility. The PMI’s Investment Conference 2026 brings together leading voices from across the pensions and investment ecosystem to explore the strategies, innovations, and governance approaches shaping the future of scheme investment. From portfolio resilience and stewardship to private markets, decumulation, and net zero alignment, this flagship event offers a dynamic platform for insight, debate, and practical takeaways. Designed for trustees, CIOs, consultants, and asset managers, the conference will spotlight emerging trends, challenge conventional thinking, and equip delegates with the knowledge to make informed, future-ready investment decisions.
Why Attend
Agenda
Speakers
PMI
Chief Strategy Officer
PMI
Chief Strategy Officer
Helen Forrest Hall APMI
Chief Strategy Officer
Chief Strategy Officer
PMI
Helen Forrest Hall APMI
Chief Strategy Officer
The Pensions Regulator
Lead Investment Consultant
The Pensions Regulator
Lead Investment Consultant
Jenny Paul
Lead Investment Consultant
Jenny Paul is a Lead Investment Consultant at The Pensions Regulator, specialising in Defined Contribution (DC) and Master Trust schemes within the Market Oversight team. In this role, she monitors investment trends and evaluates the risks and challenges facing pension schemes.
Before joining TPR, Jenny spent over a decade as an Investment Consultant advising trustees and employers on pension investment strategies, with an emphasis on DC and Master Trust arrangements. She is a CFA Charterholder.
Lead Investment Consultant
The Pensions Regulator
Jenny Paul
Lead Investment Consultant
Jenny Paul is a Lead Investment Consultant at The Pensions Regulator, specialising in Defined Contribution (DC) and Master Trust schemes within the Market Oversight team. In this role, she monitors investment trends and evaluates the risks and challenges facing pension schemes.
Before joining TPR, Jenny spent over a decade as an Investment Consultant advising trustees and employers on pension investment strategies, with an emphasis on DC and Master Trust arrangements. She is a CFA Charterholder.
Pinsent Masons
Partner
Pinsent Masons
Partner
Katie Ivens
Partner
Katie Ivens is a Partner in the Pensions team at Pinsent Masons, specialising in DC pensions and master trusts. She advises trustees and providers on governance, consolidation, regulatory compliance and strategic issues affecting large DC arrangements.
Katie has particular expertise in the master trust market, advising on consolidation, mergers and acquisitions, and post-scale governance. A regular speaker at industry events, she recently co-hosted Pinsent Masons' Mega Pensions Conference: Planning DC Post-Scale, focusing on the future of large-scale DC schemes and member outcomes.
Partner
Pinsent Masons
Katie Ivens
Partner
Katie Ivens is a Partner in the Pensions team at Pinsent Masons, specialising in DC pensions and master trusts. She advises trustees and providers on governance, consolidation, regulatory compliance and strategic issues affecting large DC arrangements.
Katie has particular expertise in the master trust market, advising on consolidation, mergers and acquisitions, and post-scale governance. A regular speaker at industry events, she recently co-hosted Pinsent Masons' Mega Pensions Conference: Planning DC Post-Scale, focusing on the future of large-scale DC schemes and member outcomes.
Invesco Private Credit
Managing Director and Senior Client Portfolio Manager
Invesco Private Credit
Managing Director and Senior Client Portfolio Manager
Raman Rajagopal
Managing Director and Senior Client Portfolio Manager
Raman is a Managing Director and Senior Client Portfolio Manager for Invesco’s Global Private Credit team, based in London. In this role, he is responsible for supporting business development efforts and client communication for global private credit products, which includes capabilities across broadly syndicated loans, CLOs, direct lending, and distressed credit.
Raman joined Invesco in 2016. During his tenure, he has held roles focused on private markets asset classes as well as corporate strategy. Prior to joining the firm, he was a management consultant with Accenture, where he concentrated on wealth and asset management companies. Prior to Accenture, he worked in asset management roles with Oppenheimer & Co. and Morgan Stanley. Raman began his career as a corporate attorney with Paul Hastings LLP, where he focused on mergers and acquisitions.
Raman earned a BS degree with University Honors from Carnegie Mellon University and a JD from the University of Southern California Law School.
Managing Director and Senior Client Portfolio Manager
Invesco Private Credit
Raman Rajagopal
Managing Director and Senior Client Portfolio Manager
Raman is a Managing Director and Senior Client Portfolio Manager for Invesco’s Global Private Credit team, based in London. In this role, he is responsible for supporting business development efforts and client communication for global private credit products, which includes capabilities across broadly syndicated loans, CLOs, direct lending, and distressed credit.
Raman joined Invesco in 2016. During his tenure, he has held roles focused on private markets asset classes as well as corporate strategy. Prior to joining the firm, he was a management consultant with Accenture, where he concentrated on wealth and asset management companies. Prior to Accenture, he worked in asset management roles with Oppenheimer & Co. and Morgan Stanley. Raman began his career as a corporate attorney with Paul Hastings LLP, where he focused on mergers and acquisitions.
Raman earned a BS degree with University Honors from Carnegie Mellon University and a JD from the University of Southern California Law School.
Invesco
Invesco
Defined Contribution Client Director
Invesco
Invesco
Defined Contribution Client Director
Ryan McGowan
Defined Contribution Client Director
Based in London, Ryan is part of the UK Defined Contribution team at Invesco, focused on working closely with key stakeholders within DC.
Before joining Invesco, Ryan served as a Defined Contribution Sales Manager, where he managed consultant accounts and promoted the SEI Master Trust proposition to the market. In his previous roles, he worked as a Sales Associate in SEI’s Institutional Investor Unit, supporting the entire sales process, and prior to that, he was an RFP Analyst.
Ryan holds a Master of Science in Management from Warwick Business School and a Bachelor of Science in Accounting and Management from Essex Business School.
Defined Contribution Client Director
Invesco
Invesco
Ryan McGowan
Defined Contribution Client Director
Based in London, Ryan is part of the UK Defined Contribution team at Invesco, focused on working closely with key stakeholders within DC.
Before joining Invesco, Ryan served as a Defined Contribution Sales Manager, where he managed consultant accounts and promoted the SEI Master Trust proposition to the market. In his previous roles, he worked as a Sales Associate in SEI’s Institutional Investor Unit, supporting the entire sales process, and prior to that, he was an RFP Analyst.
Ryan holds a Master of Science in Management from Warwick Business School and a Bachelor of Science in Accounting and Management from Essex Business School.
Quietroom
Lead Consultant
Quietroom
Lead Consultant
Robin Harries
Lead Consultant
Robin is a lead consultant at Quietroom. He's been with the business since 2017, helping some of the biggest names in financial services engage people, reassure and help them through better communication. His clients include Aberdeen, M&G, and St. James's Place.
He regularly shares his insights on the industry in articles, on podcasts and on panels.
Lead Consultant
Quietroom
Robin Harries
Lead Consultant
Robin is a lead consultant at Quietroom. He's been with the business since 2017, helping some of the biggest names in financial services engage people, reassure and help them through better communication. His clients include Aberdeen, M&G, and St. James's Place.
He regularly shares his insights on the industry in articles, on podcasts and on panels.
Raymond James
Senior Portfolio Manager - Fiduciary Management
Raymond James
Senior Portfolio Manager - Fiduciary Management
Chris Haywood
Senior Portfolio Manager - Fiduciary Management
Chris has over 13 years of experience in the Defined Benefit (DB) pension scheme industry. Chris is responsible for managing and developing client portfolios within the Fiduciary Management team. Prior he worked at XPS Group, where he served as a Senior Investment Consultant, providing investment advice for around 20 advisory and Fiduciary Management oversight clients, ranging from £3m to £500m in size. Chris holds a Bachelor of Science in Geography and Statistics from the University of Newcastle.
Senior Portfolio Manager - Fiduciary Management
Raymond James
Chris Haywood
Senior Portfolio Manager - Fiduciary Management
Chris has over 13 years of experience in the Defined Benefit (DB) pension scheme industry. Chris is responsible for managing and developing client portfolios within the Fiduciary Management team. Prior he worked at XPS Group, where he served as a Senior Investment Consultant, providing investment advice for around 20 advisory and Fiduciary Management oversight clients, ranging from £3m to £500m in size. Chris holds a Bachelor of Science in Geography and Statistics from the University of Newcastle.
Investors for Purpose
Head of Research
Investors for Purpose
Head of Research
Bruna Bauer
Head of Research
At Investors for Purpose, much of my work involves speaking with institutional investors, exploring their impact investing priorities and ambitions, and piecing together their insights to understand industry trends and where the greatest needs lie. This comes from my own lived experiences, as well as my academic journey, with my master's in Political Economy from the University of Glasgow, UK and my MBA in Finance from the University of São Paulo, Brazil.
Head of Research
Investors for Purpose
Bruna Bauer
Head of Research
At Investors for Purpose, much of my work involves speaking with institutional investors, exploring their impact investing priorities and ambitions, and piecing together their insights to understand industry trends and where the greatest needs lie. This comes from my own lived experiences, as well as my academic journey, with my master's in Political Economy from the University of Glasgow, UK and my MBA in Finance from the University of São Paulo, Brazil.
Dalriada Trustees
Professional Trustee
Dalriada Trustees
Professional Trustee
Paul Tinslay
Professional Trustee
Paul Tinslay is an Accredited Professional Trustee for DB and DC Pension Schemes, including Chair for Sole Trustee positions, and EGLAS arrangements. With 38 years in the Life and Pensions Industry, Paul has the very rare, if not unique experience of having been a personal financial adviser, as a market leader in the at/post retirement market, a corporate pensions adviser for DB and DC pension schemes.
Professional Trustee
Dalriada Trustees
Paul Tinslay
Professional Trustee
Paul Tinslay is an Accredited Professional Trustee for DB and DC Pension Schemes, including Chair for Sole Trustee positions, and EGLAS arrangements. With 38 years in the Life and Pensions Industry, Paul has the very rare, if not unique experience of having been a personal financial adviser, as a market leader in the at/post retirement market, a corporate pensions adviser for DB and DC pension schemes.
Pi Partnership
Chief Executive Officer
Pi Partnership
Chief Executive Officer
Simone Lavelle
Chief Executive Officer
Simone is an experienced pensions professional whose career spans both the pensions sector and the wider financial markets. Her deep understanding of the governance challenges faced by major pension schemes has been shaped by years of hands-on experience across the industry. With a background that combines strategic leadership and risk management, Simone brings a unique perspective to her role as Chief Executive Officer of Pi Partnership.
Throughout her career, Simone has worked extensively with trustee boards and corporate sponsors, developing a keen insight into the complexities of pension scheme management. She has a strong track record of delivering practical and forward-looking solutions. Notably, she played a pivotal role in introducing Cardano to the UK investment market, helping to reshape how institutional investors approach risk and governance.
As a professional trustee, Simone combines technical expertise with a strategic mindset. She works closely with all stakeholders to ensure that schemes are well positioned to meet regulatory expectations while staying aligned with member outcomes and sponsor objectives. Her ability to navigate complex environments and provide clear direction has earned the respect of clients, advisers and colleagues across the industry.
At Pi, Simone leads the business with a focus on innovation, growth and delivering value for clients. Her leadership is instrumental in developing strategic direction and enhancing the services Pi offers to meet the evolving needs of the pensions landscape. With her blend of industry knowledge, governance expertise and commercial awareness, Simone ensures that Pi remains at the forefront of professional trusteeship.
Chief Executive Officer
Pi Partnership
Simone Lavelle
Chief Executive Officer
Simone is an experienced pensions professional whose career spans both the pensions sector and the wider financial markets. Her deep understanding of the governance challenges faced by major pension schemes has been shaped by years of hands-on experience across the industry. With a background that combines strategic leadership and risk management, Simone brings a unique perspective to her role as Chief Executive Officer of Pi Partnership.
Throughout her career, Simone has worked extensively with trustee boards and corporate sponsors, developing a keen insight into the complexities of pension scheme management. She has a strong track record of delivering practical and forward-looking solutions. Notably, she played a pivotal role in introducing Cardano to the UK investment market, helping to reshape how institutional investors approach risk and governance.
As a professional trustee, Simone combines technical expertise with a strategic mindset. She works closely with all stakeholders to ensure that schemes are well positioned to meet regulatory expectations while staying aligned with member outcomes and sponsor objectives. Her ability to navigate complex environments and provide clear direction has earned the respect of clients, advisers and colleagues across the industry.
At Pi, Simone leads the business with a focus on innovation, growth and delivering value for clients. Her leadership is instrumental in developing strategic direction and enhancing the services Pi offers to meet the evolving needs of the pensions landscape. With her blend of industry knowledge, governance expertise and commercial awareness, Simone ensures that Pi remains at the forefront of professional trusteeship.
LCP
Partner
LCP
Partner
James Fermont
Partner
I am a partner in LCP's investment team and have been advising Trustees and Corporate Sponsors for DB pension schemes for close to 20 years across schemes ranging from £20m to over £10bn in size.
One of my strong focuses is on helping my clients set journey plans and helping clients reach their long-term targets. This includes a range of objectives including "running-on" to generate surpluses, cashflow-driven investment strategies, and strategies to target an insurance transaction. My clients tell me that I provide clear and concise advice and that allows them to make informed and quick decisions.
Alongside client consulting, my other two areas of expertise are:
Risk modelling - I am responsible for the design of many of LCP’s risk modelling tools (including LCP Visualise), and am passionate about how we can use models to help clients understand future outcomes.
Pension risk transfer - I am a senior member of LCP’s market-leading Pension Risk Transfer team. As part of this team I have been responsible for brokering the investment aspects of buy-in and buy-out transactions including design of price lock portfolios and collateral arrangements, as well as helping clients optimise their investment strategy ahead of any transaction.
I am a Fellow of the Institute and Faculty of Actuaries.
Partner
LCP
James Fermont
Partner
I am a partner in LCP's investment team and have been advising Trustees and Corporate Sponsors for DB pension schemes for close to 20 years across schemes ranging from £20m to over £10bn in size.
One of my strong focuses is on helping my clients set journey plans and helping clients reach their long-term targets. This includes a range of objectives including "running-on" to generate surpluses, cashflow-driven investment strategies, and strategies to target an insurance transaction. My clients tell me that I provide clear and concise advice and that allows them to make informed and quick decisions.
Alongside client consulting, my other two areas of expertise are:
Risk modelling - I am responsible for the design of many of LCP’s risk modelling tools (including LCP Visualise), and am passionate about how we can use models to help clients understand future outcomes.
Pension risk transfer - I am a senior member of LCP’s market-leading Pension Risk Transfer team. As part of this team I have been responsible for brokering the investment aspects of buy-in and buy-out transactions including design of price lock portfolios and collateral arrangements, as well as helping clients optimise their investment strategy ahead of any transaction.
I am a Fellow of the Institute and Faculty of Actuaries.
Keynote Speaker
Keynote Speaker
Dr Alison Edgar MBE
Keynote Speaker
Dr Alison Edgar MBE is a TEDx speaker, two-time bestselling author and the business expert on The Apprentice: You’re Fired.
She spent 15 years at Yellow Pages, a market leader that saw the internet coming and didn’t change in time. That experience shapes her work today, helping organisations including St James’s Place, MetLife and Forvis Mazars, along with membership bodies such as the CIPR, to spot change early, get past the fear that comes with it, and bring their people with them.
Straight-talking, warm and funny, Alison helps people build the confidence to make good judgement calls, give honest advice and see the long-term difference they make, whether they’re starting their career or leading a team.
Alison was awarded an MBE for services to entrepreneurship in 2020 and an honorary doctorate in 2024.
Keynote Speaker
Dr Alison Edgar MBE
Keynote Speaker
Dr Alison Edgar MBE is a TEDx speaker, two-time bestselling author and the business expert on The Apprentice: You’re Fired.
She spent 15 years at Yellow Pages, a market leader that saw the internet coming and didn’t change in time. That experience shapes her work today, helping organisations including St James’s Place, MetLife and Forvis Mazars, along with membership bodies such as the CIPR, to spot change early, get past the fear that comes with it, and bring their people with them.
Straight-talking, warm and funny, Alison helps people build the confidence to make good judgement calls, give honest advice and see the long-term difference they make, whether they’re starting their career or leading a team.
Alison was awarded an MBE for services to entrepreneurship in 2020 and an honorary doctorate in 2024.
Costs
| Description | Cost |
|---|---|
| Members | ProfPMI, APMI, FPMI, EPMI, Trustees: Free - Student members: £600 (+ VAT) |
| Non-members | £1200 (+VAT) |
| Affiliate & Corporate members | £600 (+VAT) |
Location
Thank you to our sponsors and partners for their continued support
Host
Silver sponsor
Breakout sponsor
Got a question?  Frequently asked questions
How can the PMI help my career?
We offer qualifications, CPD support, networking, and access to job opportunities, mentoring and mentee development and more. Everything you need to grow in the pensions industry.
What is CPD?
Continuing Professional Development (CPD), refers to the ongoing learning and development activities that our professional members engage in to enhance their skills and knowledge throughout their careers. We offer a variety of different services which count as CPD such as in- person events, reading materials including a bi-monthly magazine and more.
Does the PMI offer CPD?
Yes. We help members track and manage their CPD to stay current and compliant. Depending on your membership type, you will be expected
How many CPD points can I claim per event?
You can claim up to 7 CPD hours for all full day PMI conferences.
For all CPD points references please go here: https://www.pensions-pmi.org.uk/resources/pmi-news/how-to-earn-cpd-hours/
How can I record my CPD?
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Log in to your My PMI account.
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Use the ‘Add CPD’ button on your homepage.
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For your full CPD history, click ‘My Membership’ from the left-hand menu.
What networking opportunities are available?
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Mentoring and Development programme
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In-person events
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Regional events
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Online forums and communities – Special Interest Groups (SIG)
Are there events I can attend and how do I register?
Yes, we host events throughout the year. You can view all our upcoming events and register via our website or contact a member from our team here events@pensions-pmi.org.uk
How much does it cost to attend PMI events?
For PMI members, events are free. For non-members there will be a cost associated with attendance.
Can my employer arrange in-house training?
Yes! PMI offers Bespoke Training, tailoring sessions to your specific needs, goals, and preferred delivery format provides bespoke in-house training and bulk bookings.