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
Standard Life
Senior Workplace Governance and Policy Manager
Standard Life
Senior Workplace Governance and Policy Manager
Craig Rimmer
Senior Workplace Governance and Policy Manager
Senior Workplace Governance and Policy Manager
Standard Life
Craig Rimmer
Senior Workplace Governance and Policy Manager
Standard Life
Head of Master Trust
Standard Life
Head of Master Trust
Donna Walsh
Head of Master Trust
Head of Master Trust
Standard Life
Donna Walsh
Head of Master Trust
PMI
Chief Customer Officer
PMI
Chief Customer Officer
Varsha Gicas
Chief Customer Officer
Chief Customer Officer
PMI
Varsha Gicas
Chief Customer Officer
Policy Lead
Policy Lead
Jack Jones
Policy Lead
Policy Lead
Jack Jones
Policy Lead
First Bus
Head of Pensions
First Bus
Head of Pensions
Muntazir Hadadi
Head of Pensions
Head of Pensions
First Bus
Muntazir Hadadi
Head of Pensions
PPI
Head of Research
PPI
Head of Research
Dr Priya Khambhaita
Head of Research
Head of Research
PPI
Dr Priya Khambhaita
Head of Research
The Pensions Minister
The Pensions Minister
Torsten Bell
The Pensions Minister
The Pensions Minister
Torsten Bell
The Pensions Minister
London Stock Exchange
Head of Investment Funds – Primary Capital Markets
London Stock Exchange
Head of Investment Funds – Primary Capital Markets
Katya Gorbatiouk
Head of Investment Funds – Primary Capital Markets
Head of Investment Funds – Primary Capital Markets
London Stock Exchange
Katya Gorbatiouk
Head of Investment Funds – Primary Capital Markets
Fidelity International Limited
Head of Research and Co- Portfolio Manager, Private Markets
Fidelity International Limited
Head of Research and Co- Portfolio Manager, Private Markets
Noa Shoham
Head of Research and Co- Portfolio Manager, Private Markets
Head of Research and Co- Portfolio Manager, Private Markets
Fidelity International Limited
Noa Shoham
Head of Research and Co- Portfolio Manager, Private Markets
Serpantine Lake Capital
Managing Partner
Serpantine Lake Capital
Managing Partner
Benn Mikula
Managing Partner
Managing Partner
Serpantine Lake Capital
Benn Mikula
Managing Partner
Aptia
Head of Market Relations
Aptia
Head of Market Relations
Sarah Steel FPMI
Head of Market Relations
Head of Market Relations
Aptia
Sarah Steel FPMI
Head of Market Relations
Aptia
UK Pensions Communications Lead
Aptia
UK Pensions Communications Lead
Steph Gold EPMI
UK Pensions Communications Lead
UK Pensions Communications Lead
Aptia
Steph Gold EPMI
UK Pensions Communications Lead
Ortec Finance
Senior Director and Investment Strategy Solutions Lead, Scenario & Asset Valuation
Ortec Finance
Senior Director and Investment Strategy Solutions Lead, Scenario & Asset Valuation
Amrit Summan FIA
Senior Director and Investment Strategy Solutions Lead, Scenario & Asset Valuation
Senior Director and Investment Strategy Solutions Lead, Scenario & Asset Valuation
Ortec Finance
Amrit Summan FIA
Senior Director and Investment Strategy Solutions Lead, Scenario & Asset Valuation
LCP
Partner
LCP
Partner
Dr Amlan Roy
Partner
I am a partner in the Investment Team with the remit of using my Global Macro Research and past client franchise to help support LCP’s international and sovereign clients. In my previous 25 years, I have served a wide range of global institutional clients (pension funds, insurance companies, SWFs, asset managers, central banks, government treasuries, hedge funds and private equity firms).
I am an experienced Global Macro-Finance Researcher specialising in Global Macroeconomics & Demographics. My book “Demographics Unravelled” published by Wiley in Jan 2022 was mentioned by the FT as one of the best new books in Economics. I am a Research Associate at LSE’s Research Centres — the Financial Markets Group and Systemic Risk Centre, as well as a a Singapore FinTech Festival Ambassador and an elected Honorary Fellow of the Institute and Faculty of Actuaries.
Previously, I was Head of Global Macro Research and Senior MD at State Street Global Advisors and Chief Retirement Strategist, MD and Head of Global Demographics & Pensions Research at Credit Suisse Investment Bank. As a global EM strategist, I developed global risk & allocation models as an expert on Financial Architecture during the Asian & Russian crises.
I spent a decade in academia with a distinguished teaching career in the US and UK. I was a UK ESRC Research Fellow, Ponders Fellow, a Boston University Doctoral Scholar and a Government of India National Scholar. I have a PhD and MA in Financial Economics from the University of Iowa, an MBA from the Indian Institute of Management, Ahmedabad and an undergraduate Economics with an Honours degree from St. Stephen’s College, University of Delhi.
Partner
LCP
Dr Amlan Roy
Partner
I am a partner in the Investment Team with the remit of using my Global Macro Research and past client franchise to help support LCP’s international and sovereign clients. In my previous 25 years, I have served a wide range of global institutional clients (pension funds, insurance companies, SWFs, asset managers, central banks, government treasuries, hedge funds and private equity firms).
I am an experienced Global Macro-Finance Researcher specialising in Global Macroeconomics & Demographics. My book “Demographics Unravelled” published by Wiley in Jan 2022 was mentioned by the FT as one of the best new books in Economics. I am a Research Associate at LSE’s Research Centres — the Financial Markets Group and Systemic Risk Centre, as well as a a Singapore FinTech Festival Ambassador and an elected Honorary Fellow of the Institute and Faculty of Actuaries.
Previously, I was Head of Global Macro Research and Senior MD at State Street Global Advisors and Chief Retirement Strategist, MD and Head of Global Demographics & Pensions Research at Credit Suisse Investment Bank. As a global EM strategist, I developed global risk & allocation models as an expert on Financial Architecture during the Asian & Russian crises.
I spent a decade in academia with a distinguished teaching career in the US and UK. I was a UK ESRC Research Fellow, Ponders Fellow, a Boston University Doctoral Scholar and a Government of India National Scholar. I have a PhD and MA in Financial Economics from the University of Iowa, an MBA from the Indian Institute of Management, Ahmedabad and an undergraduate Economics with an Honours degree from St. Stephen’s College, University of Delhi.
PMI
Non-Executive Director
PMI
Non-Executive Director
Rachika Cooray FPMI
Non-Executive Director
Non-Executive Director
PMI
Rachika Cooray FPMI
Non-Executive Director
Pi Partnership
Professional Trustee
Pi Partnership
Professional Trustee
Mike Weston ProfPMI
Professional Trustee
Professional Trustee
Pi Partnership
Mike Weston ProfPMI
Professional Trustee
PMI
Non-Executive Director
PMI
Non-Executive Director
Lou Davey FPMI
Non-Executive Director
Non-Executive Director
PMI
Lou Davey FPMI
Non-Executive Director
TPR
Director of Strategy & Communications
TPR
Director of Strategy & Communications
Patrick Coyne
Director of Strategy & Communications
Director of Strategy & Communications
TPR
Patrick Coyne
Director of Strategy & Communications
Financial Conduct Authority (FCA)
Director of Cross-Cutting Policy and Strategy
Financial Conduct Authority (FCA)
Director of Cross-Cutting Policy and Strategy
Charlotte Clark
Director of Cross-Cutting Policy and Strategy
Director of Cross-Cutting Policy and Strategy
Financial Conduct Authority (FCA)
Charlotte Clark
Director of Cross-Cutting Policy and Strategy
Principal
Principal
Chris Curry
Principal
Principal
Chris Curry
Principal
Money and Pensions Service
Policy and Propositions
Money and Pensions Service
Policy and Propositions
Anna Sharkey
Policy and Propositions
Policy and Propositions
Money and Pensions Service
Anna Sharkey
Policy and Propositions
Railpen
Investment Manager, Sustainable Ownership
Railpen
Investment Manager, Sustainable Ownership
Matt Lomas
Investment Manager, Sustainable Ownership
Investment Manager, Sustainable Ownership
Railpen
Matt Lomas
Investment Manager, Sustainable Ownership
PMI
Head of Media and PR
PMI
Head of Media and PR
Matthew Adams
Head of Media and PR
Head of Media and PR
PMI
Matthew Adams
Head of Media and PR
Scottish Widows
Head of Investment Solutions
Scottish Widows
Head of Investment Solutions
Mithesh Varsani
Head of Investment Solutions
Head of Investment Solutions
Scottish Widows
Mithesh Varsani
Head of Investment Solutions
Lloyds Banking Group
Retirement Director / Business Platform Lead
Lloyds Banking Group
Retirement Director / Business Platform Lead
Carolyn Jones
Retirement Director / Business Platform Lead
Retirement Director / Business Platform Lead
Lloyds Banking Group
Carolyn Jones
Retirement Director / Business Platform Lead
Fidelity International Limited
Investment Director
Fidelity International Limited
Investment Director
James Monk
Investment Director
Investment Director
Fidelity International Limited
James Monk
Investment Director
UK Parliament
Labour Life Peer & Pensions Commission Member
UK Parliament
Labour Life Peer & Pensions Commission Member
Baroness Jeannie Drake
Labour Life Peer & Pensions Commission Member
Labour Life Peer & Pensions Commission Member
UK Parliament
Baroness Jeannie Drake
Labour Life Peer & Pensions Commission Member
Costs
The annual conference 2026 is the PMI’s flagship event, bringing together pensions professionals, policymakers and industry experts to explore the key issues shaping the future of pensions.
| Description | Cost |
|---|---|
| Members | Free |
| Non-members | £1200 (+VAT) |
| Affiliate & Corporate members | £600 (+VAT) |
Location
Venue
the venue is in the capital city of London
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.