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Strengthening trustee oversight

Webinar on BrightTALK

The latest guidance for trustees on pensions administration comes from the Pensions Regulator (TPR), notably its updated administration guidance (Dec 2025, refreshed Jan 2026) alongside the Administration section of the General Code (2024).  Trustees need to demonstrate a clear understanding of how key services are delivered, supported by appropriate monitoring, documented processes and informed decision-making.

Independent reviews can provide trustees with assurance and constructive challenge, helping them strengthen oversight of administration services while taking a proportionate approach.


Event date
Location
Open to members & non-members

Agenda

Speakers

Susan Phillips FPMI

Go Pensions

Head of Projects & Change and Business Development

Susan Phillips FPMI

Head of Projects & Change and Business Development

Susan Phillips is a Fellow of the PMI with more than three decades of pensions experience. 
Having started her career in in-house pension administration in the late 1980s, she has held a variety of pensions management roles covering UK, non-UK and offshore pension arrangements. She joined Go Pensions in 2002 and is now Head of Projects & Change and Business Development.


Susan also leads Go Pensions' relationships with outsourced TPA providers, bringing extensive expertise in governance, quality assurance and project delivery.

Tina Oversby Dip.IEB APMI

Go Pensions

Tina Oversby Dip.IEB APMI

Tina Oversby has more than 25 years' experience in the pensions and benefits industry and is an Associate of the Pensions Management Institute. She also holds the Diploma from the International Employee Benefits Association (IEBA). 
Having held roles covering pensions, benefits and compensation across Europe, Australia and Asia, she brings extensive experience of reward transformation and change management. 
Tina leads Go Pensions' work in the Master Trust and consolidation market. Through close engagement with providers and detailed analysis of their propositions, she has developed deep insight into the evolving commercial Master Trust landscape.  She has a strong track record of delivering large-scale change programmes and driving operational efficiencies.

Chris Stanley APMI

Go Pensions

Chris Stanley APMI

Chris Stanley is an Associate of the Pensions Management Institute and has worked in the pensions industry since 1981.  He is the Managing Director and founder of Go Pensions, which he established in 1997. 
With extensive experience in pensions management, Chris has developed deep expertise across all types of employee pension arrangements. 
Throughout his career, Chris has maintained a strong focus on the effective use of technology, systems and processes to enhance pension scheme administration, improve efficiency and deliver positive member outcomes.

Costs

Description Cost
Members Free
Non-members Free
Affiliate & Corporate members Free

Location

Online - BrightTALK

Who should attend?

  • Pension scheme managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Financial directors

Whats covered

This session will explore how independent reviews can support trustees in the evolving regulatory environment, including:

  • What the latest TPR guidance on admin means for trustees in practice
  • How independent reviews can strengthen oversight and support confidence in administration quality
  • When reviews may be appropriate and how trustees can assess their needs
  • How to ensure reviews are independent, effective and informed by wider market insight
  • When existing advisers provide sufficient support and when additional independent input may be helpful 

We will also explore how trustees and sponsors can take a proportionate approach that supports strong governance without creating unnecessary complexity.

The session will begin with a regulatory and market overview, followed by practical insights and experiences. Live polling will provide insight into how schemes are currently approaching independent reviews and their priorities for 2026 and beyond.

Thank you to Go Pensions for their continued support

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