Annual Conference 2026

Annual Conference 2026

10 June 2026 | 08:30 - 19:00

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PMI's Annual Conference 2026

The Annual Conference 2026 is a flagship event of the PMI, bringing together leading experts, policymakers, and industry professionals to explore the most pressing issues shaping the future of pensions. Taking place on 10th June 2026 in the heart of London, the conference offers a full day of thought provoking keynote speakers, panel discussions, and breakout sessions on topics such as regulatory developments, responsible investment, financial literacy, and innovation in pension scheme management. Designed to inform, challenge, and connect the pensions community, the event is an essential gathering for anyone involved in the delivery, governance, or strategy of workplace pensions.

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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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    10+

    speakers
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    CPD

    7 hours

Event Details

THE BASICS

Topics of discussion:
  • More information soon
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

3rd Floor, Convene 133 Houndsditch, London, EC3A 7DB

DSC00472

More information soon.

Chairs
Helen Forrest Hall APMI - AM Chair
Helen Forrest Hall APMI - AM Chair
PMI
Chief Strategy Officer
Rachika Cooray FPMI - PM Chair
Rachika Cooray FPMI - PM Chair
PMI
Non-Executive Director
08:30 - 09:00
Arrivals, registration and breakfast
09:00 - 09:10
Welcome from the PMI
Helen Forrest Hall APMI
Helen Forrest Hall APMI
PMI
Chief Strategy Officer
09:10 - 09:25
Special Presentation – Trustee Accelerator Programme Certificates
Donna Walsh
Donna Walsh
Standard Life
Head of Master Trust
Craig Rimmer
Standard Life
Varsha Gicas
Varsha Gicas
PMI
Chief Customer Officer

Presentation of certificates to participants of the Trustee Accelerator Programme.

09:25 - 10:00
The stakeholder perspective: employers, trustees and members on the Pensions Commission
Dr Priya Khambhaita
Dr Priya Khambhaita
PPI
Head of Research

This session brings together the views of employers, trustees and members to reflect on the work of the Pensions Commission. Speakers will share perspectives on the challenges and opportunities facing the system, highlighting where stakeholder priorities align and where further progress is needed to deliver better outcomes for savers.

10:00 - 10:25
Opening keynote: Ministerial priorities for the UK pensions landscape
Torsten Bell
Torsten Bell
The Pensions Minister

During this keynote address, the Pensions Minister will open the conference and share insights into the current pensions landscape. The session will provide a view of emerging trends and highlight the importance of collaboration as the industry navigates ongoing change.

10:25 - 11:00
Private markets and UK savers: access, transparency and value for money

Private markets continue to attract attention as a potential source of long-term value for savers. This session examines how access can be broadened responsibly, the importance of liquidity and transparency, and what trustees need to consider when assessing value for money in alternative assets.

11:00 - 11:30
Morning networking break

Refreshments and a chance to exchange insights with peers.

11:30 - 12:05
More information soon.
Aptia
Aptia
12:10 - 12:40
Breakout session: Inheritance tax - a legal and practical guide for schemes

This practical session explains the current inheritance tax framework as it applies to pension schemes. It will cover key legal considerations, common areas of misunderstanding and the practical steps trustees and advisers should be aware of when supporting members and beneficiaries.

12:10 - 12:40
Breakout session: Trustee capability - raising standards through governance and learning
Rachika Cooray FPMI
Rachika Cooray FPMI
PMI
Non-Executive Director
Lou Davey
Lou Davey
PMI
Non-Executive Director

Strong trustee capability underpins good governance and better member outcomes. This session explores accreditation, diversity and continuous learning, and considers how schemes can raise standards while supporting trustees at different stages of their development.

12:40 - 13:40
Lunch and networking

Take a break to enjoy lunch and continue conversations from the morning.

13:40 - 14:15
Regulatory convergence: aligning the Pensions Regulator and the FCA
Charlotte Clark
Charlotte Clark
Financial Conduct Authority (FCA)
Director of Cross Cutting Policy and Strategy

With increasing focus on joined-up regulation, this session looks at how the Pensions Regulator and the Financial Conduct Authority are aligning their priorities. Speakers will discuss what regulatory convergence means in practice, how supervisory clarity is evolving, and the implications for delivering member-focused outcomes.

14:20 - 14:50
Breakout session: Pensions innovation beyond retirement

Innovation in pensions is not limited to decumulation. This session highlights emerging ideas and practical innovations across the pensions lifecycle, helping schemes understand how new approaches, tools and thinking can improve engagement, efficiency and member experience.

14:20 - 14:50
Breakout session: Stewardship in practice - from reporting to real impact

Effective stewardship goes beyond compliance and reporting. This session focuses on how schemes can translate stewardship principles into meaningful action, exploring practical examples of how engagement and voting can support long-term value and positive outcomes for members.

14:50 - 15:15
Afternoon networking break

Refreshments and a chance to exchange insights with peers.

15:15 - 15:50
Decumulation at scale: designing for diverse needs

As more members approach retirement, schemes must support a wide range of needs and preferences. This session examines how decumulation solutions can be designed and delivered at scale, while remaining flexible, inclusive and focused on good member outcomes.

15:50 - 16:25
Closing panel: building a resilient pensions ecosystem

The closing panel brings together senior voices from across the industry to reflect on the themes of the conference. Panellists will explore what resilience means for the pensions ecosystem and how collaboration, governance and innovation can support sustainable outcomes for the long term.

16:35 - 17:05
Closing keynote: vision for the second Pensions Commission
Baroness Jeannie Drake CBE
Baroness Jeannie Drake CBE

The conference concludes with a keynote from Baroness Jeannie Drake, offering reflections on the progress made across the pensions landscape and the challenges that remain. Drawing on her extensive experience in pensions policy and advocacy, she will share insights on key priorities for the future, encouraging delegates to consider their role in driving better outcomes and shaping a more inclusive and sustainable system.

17:05 - 19:00
Networking drinks reception and 50th celebrations

Speakers

Hear from the experts

Torsten Bell Keynote
Torsten Bell
- The Pensions Minister
Baroness Jeannie Drake CBE Keynote
Baroness Jeannie Drake CBE
-

Baroness Jeannie Drake has been Labour Life Peer since 2010. She served on the Turner Pensions Commission and is now a member of the second Pensions Commission. Jeannie also serves as a trustee to several schemes and has previously chaired PADA, the precursor to Nest, and been President of the Trades Union Congress.

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.

Helen Forrest Hall APMI
Helen Forrest Hall APMI
PMI
- Chief Strategy Officer
Lou Davey
Lou Davey
PMI
- Non-Executive Director
Dr Priya Khambhaita
Dr Priya Khambhaita
PPI
- Head of Research

Priya is Head of Research at the PPI, overseeing policy analysis and modelling delivered by the research team. She has an MSc and PhD in Social Science from the University of Southampton. Priya has 15 years of experience in conducting mixed methods applied policy research on work, income, pensions, and retirement. Prior to rejoining the PPI, Priya was Co-Director of Health and Social Care research at NatCen and Social Policy Director at RSM Consulting. She has successfully led on numerous projects and programmes for various departments and units across HMG as well as not-for-profit organisations, regulators, and private sector clients. Priya is an experienced commentator having conducted TV and Radio interviews for both national and community-based media outlets. Priya has published in renowned journals such as Ageing & Society.

Rachika Cooray FPMI
Rachika Cooray FPMI
PMI
- Non-Executive Director
Varsha Gicas
Varsha Gicas
PMI
- Chief Customer Officer
Donna Walsh
Donna Walsh
Standard Life
- Head of Master Trust

Donna is passionate about improving the experience for members. Companies and members have more pensions, wider savings and benefits options than ever before, due to recent changes in pensions and advances in technology. Donna believes that these changes provide an opportunity to innovate and design new ways to engage people with their retirement savings. She loves listening to client, trustee, adviser and member feedback to ensure that Standard Life delivers experiences that truly meet their needs. All of this is centred on helping members towards better outcomes in retirement.

Having joined Standard Life 25 years ago, Donna is a qualified actuary and has helped to design and deliver Standard Life’s Workplace developments for over 15 years. She is a regular at roundtable discussions, industry working groups and events, and loves to share ideas to help shape the future of retirement savings in the UK.

Thank you to our sponsors and partners for their continued support

Paragon
Paragon
Insight Partner
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Aptia
Aptia
Sponsor
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Scottish Widows
Scottish Widows
Insight Partner
-
Festina Finance
Festina Finance
Exhibitor
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Pensions Archive Trust
Pensions Archive Trust
Event Partner
-

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