Main Navigation
  1. What we do

    About the PMI Empowering change through education

    We are the UK's leading professional body dedicated to supporting and developing experts who manage UK pension schemes. Our members represent and lead in every aspect of pension management.
  2. Membership

  3. Learning & development

    Learning & development Achieve your career goals with the PMI

    The PMI provides qualifications, training, and resources designed to support your career goals, no matter where you are in your professional journey.
  4. Training

    Training Training that turns knowledge into action

    Practical, expert‑led training designed to build real world skills, boost confidence, and deliver measurable results, whether you’re upskilling individuals or empowering teams.
  5. Events

    Events Connecting the pensions industry

    Connect and learn from industry experts through our conferences, workshops, exhibitions, and local events
  6. Resources

Tags
Networking
Available

PMI London and Southern Regional Group Event

Join us for an insightful session exploring why an effective data strategy is the foundation for both day-to-day administration improvements and wider scheme transactions.

 


Event date
Location
WTW, 51 Lime St, London, EC3M 7DQ
Location
Open to members & non-members
CPD
CPD: 1.5hrs

About

Featuring perspectives from industry specialists across governance, trustee decision-making and transactions, this session will highlight what trustees and sponsors should prioritise to improve transparency, strengthen decision-making and help schemes move forward with greater confidence and agility.

Why Attend

  • Strengthen your crisis response approach

    Learn how to prepare for and respond to cyber and AI-related threats, with practical guidance on managing high-pressure situations

  • Enhance stakeholder communication skills

    Develop effective strategies for engaging with members, media and key stakeholders during periods of uncertainty or crisis

  • Stay informed on policy and regulatory change

    Gain insight into recent policy developments and increasing political intervention, and how these are shaping reputational risk in the pensions sector

Agenda

Speakers

Megan Macbeth

Willis Towers Watson

Senior Director in Project and Data Solutions

Megan Macbeth

Senior Director in Project and Data Solutions

Megan Macbeth is a Senior Director in Project & Data Solutions at WTW, specialising in the design and delivery of data improvement programmes for UK pension schemes. She supports trustees and sponsors in navigating complex data challenges, from underpinning day-to-day administration improvements to enabling major strategic initiatives such as GMP equalisation and transaction data readiness.

Megan focuses on translating complex data issues into clear, actionable plans, with a strong emphasis on delivery, risk management and stakeholder engagement. She is passionate about helping schemes build data strategies that are practical, proportionate and aligned to their broader objectives.

Sanjay Gupta

BESTrustees Ltd

Professional Trustee

Sanjay Gupta

Professional Trustee

Sanjay Gupta is a Professional Trustee at BESTrustees Ltd, with over 35 years of experience in the pensions industry, having previously spent 25 years at Willis Towers Watson and earlier in his career at Aon Hewitt. He brings deep expertise across actuarial advice, risk management and trustee governance, supporting schemes through complex strategic decisions.

Sanjay has recent experience supporting schemes through endgame transactions, including expediting the transition from buy-in to buyout in a time-constrained environment. He is particularly focused on the role of high-quality data, planning and governance in enabling efficient execution and successful outcomes. Sanjay is passionate about helping trustee boards navigate the practical challenges of risk transfer and ensuring schemes are well positioned to deliver on their long-term objectives.

Melanie Cusack

ZEDRA Group

Professional Accredited Pension Trustee

Melanie Cusack

Professional Accredited Pension Trustee

Melanie Cusack is a Professional Accredited Pension Trustee at ZEDRA Group, Trustee on the MNRPF Board and was named Trustee of the Year at the Women in Pensions Awards 2023. With a background as a pensions actuary, she brings extensive experience in supporting pension schemes through complex strategic and governance challenges.

Melanie specialises in helping boards navigate decision-making with clarity and confidence, with focus on ensuring data is robust, trusted and fit for purpose. She is passionate about the role data strategy plays in underpinning good governance and enabling schemes to make informed decisions, regardless of their long-term end-game strategy.

Costs

Description Cost
Members £0
Non-members £0
Affiliate & Corporate members £0

Location

Willis Building

London

Topics of discussion

  • Learn why an effective data strategy is essential for pension schemes and long-term success
  • Improve day-to-day administration through stronger data management practices
  • Understand how data supports scheme transactions and strategic decision-making
  • Gain insights from specialists in governance, trustee decision-making and transactions
  • Identify key priorities for trustees and sponsors to improve transparency and oversight
  • Use high-quality data to strengthen decisions and support future objectives
  • Build confidence and agility in an evolving pensions landscape

Who should attend

  • Pension Scheme Trustees
  • Independent Trustees
  • Pension Managers
  • Pension Administrators
  • Scheme Secretaries
  • Governance Professionals
  • Pension Consultants
  • Data and Operations Managers
  • In-house Pension Team Members
  • Professional Trustee Firms
  • Cyber Security and Technology Leads working within pensions

Got a question?  Frequently Asked Questions

What types of events does the PMI offer?

Who should attend PMI events?

What can I expect from a PMI event?

Are PMI events in-person or online?

How do I book a PMI event?

Do I need to pay to attend?

Do I need to be a PMI member to attend?

Can I transfer my place to someone else?

What is the cancellation policy for conferences?

Can I get a refund for training courses?

What happens if I don’t attend on the day?

Will I receive CPD credits for attending?

What topics are covered at events?

Are there networking opportunities?

What should I bring with me?

Will the agenda be shared in advance?

Can the programme change?

Any Questions?

opens in new window