Training: Excelling in trustee culture leadership for future readiness

22 September 2026 | 22 September 2026

Various fees

Training: Excelling in trustee culture leadership for future readiness

A uniquely tailored programme that puts culture at the heart of good trusteeship and is designed to help trustees navigate the growing demands of their role and be successful.

It equips trustees to steer a course around trustee board dynamics and develop a mindset and skill set to have impact on issues of importance.

This involves practical case-based training helping trustees who want to make a difference and be effective in influencing within a trustee board and with key suppliers and stakeholders. The course brings together pensions and leadership expertise with practical application tools.

Fees
Members: £699 (+VAT)
Non-members: £799 (+VAT)
2
speakers
City of London
20 Gresham Street, London, EC2V 7JE
6.5 hours
of CPD

Event Details

THE BASICS

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Topics of discussion:

The programme is split into four modules:

Module 1: Group discussion on the challenges for trustees, the gaps, the challenges and opportunities
Module 2: Trustee leadership skills – equipping trustees with additional tools and insight on key skills to help them excel in their roles
Module 3: Influencing stakeholders – how can trustees make their voice heard in the right way
Module 4: Trustee culture board dynamics – trustee board effectiveness and how individual trustees can make a difference
Wrap up – A discussion around personal actions

Who should attend:

Pension Trustees
Chair of Trustees
Secretary to the Trustees

The venue

20 Gresham Street, London EC2V 7JE

Agenda

22 September, 2026

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09:30 - 10:30

Module 1 | The growing demands of trusteeship

A facilitated discussion exploring the key challenges facing trustees today. This ice breaker encourages participants to share experiences and sets the tone for the course. We’ll consider the current pensions landscape, the pressures this creates for trustees, and how the role is evolving as they balance increasing complexity with long‑term strategic thinking.

Learning outcomes

Trustees learn from each other in sharing successes and challenges

10:30 - 12:00

Module 2 | Trustee leadership skills

A focused exploration of the factors that support or hinder good decision‑making and governance. This module introduces different decision‑making styles to help trustees navigate board decisions more effectively, while also developing a critical mindset to manage complexity with confidence.

Learning outcomes

Strengthening knowledge on decision-making styles and understanding where you fit
Understanding the blockers to good decision-making on a trustee board and recognising them when they occur
Developing creative and critical thinking to help manage complexity and long-term strategic thinking
Tools to challenge stakeholders and suppliers in the right way to get the information you need

12:00 - 13:00

Lunch

13:00 - 14:30

Module 3 | Influencing stakeholders

This module equipes trustees to steer a course around trustee board dynamics and develop a mindset and skill set to have impact on issues of importance. Toolkit provision for ongoing application to specific trustee challenges beyond the training.

Learning outcomes

Help trustees steer a course around trustee board and sponsor dynamics
Help trustees influence and engage in an effective way
Develop a mindset to have impact on the issues of importance
Tools that enable trustees to excel

14:30 - 15:30

Module 3 | Trustee board culture dynamics

This module brings together the learnings from the first three modules and looks at the dynamics of Trustee Board culture and the important contributions that trustees can make in having a positive influence on that culture.

Learning outcomes:

How culture can help drive positive outcomes
The impact that trustee board culture can have on decision-making
How trustees can positively influence good trustee board culture

15:30- 16:30

Wrap Up

Opportunity to ask questions and discuss the key learning outcomes. This final session will consolidate the knowledge and skills developed through the course.

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Pat Sharman

- Former pension scheme trustee and pensions expert

Pat brings over 30 years’ experience in pensions, leading businesses to drive client excellence, product innovation and education for the UK pensions sector. Pat brings a depth of experience on boards and committees, in addition to her previous trustee roles on UK pension boards. She has also been a leading voice in educating the pensions sector on sustainable governance, designing and delivering training programmes for pension scheme trustees.

Andrea Facchini

- Qualified business phychologist

Andrea is an expert in organisational cultures and a leading business psychologist with an interest in maximising the value of diversity to pursue high performance and excellence. He specialises in selection, assessment, coaching, leadership and talent management using inventories published by Hogan Assessment Systems. As a master practitioner of these internationally respected tools, he is also one of the leading trainers of Hogan Certification Programs and a member of the prestigious Hogan Coaching Network.

Lisa Hampton

Pensions Management Institute

- Training Manager

Lisa is an experienced marketing professional with over 20 years in financial services. She began working in pensions in 2009 as Marketing Manager for Pensions UK. In 2023, Lisa transitioned to her current role as Training Manager at the Pensions Management Institute (PMI), where she leads the development and delivery of a wide range of training courses, supporting professionals across the sector in building their knowledge and skills.

Thank you Authently for your support

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