Trustee Workbench 2024

Trustee Workbench 2024

12 November 2024 | 08:30 - 17:30

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Trustee Workbench 2024

The Trustee Workbench conference is an essential event for all pension trustees, including professional, member and employer-nominated trustees. This gathering is designed to empower trustees with the knowledge and skills needed to excel in their crucial roles within the pension industry.


Joining the event you'll gain insights into the latest regulatory changes, practical strategies for effective scheme governance, and updates on investment trends in the pension sector. The conference also offers networking opportunities, allowing you to connect with fellow trustees from diverse backgrounds and schemes.

Please find our events cancellation policy here.

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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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    CPD

    7
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    Speakers

    10+

Event Details

THE BASICS

Topics of discussion:
  • The Future of Pensions in the UK
  • ED&I 
  • Communications
  • Technology 
  • Strategic planning
  • Decumulation
  • Plus more!
Who should attend:
  • Trustees
  • Pensions and Financial Advisors
  • Actuaries
  • Legal Experts (Pensions Lawyers & Employment Lawyers)
  • Investment Fund Managers
  • Alternative Investment Managers
  • Governance and Compliance Experts
  • Regulators
  • Pension Administrators and Service Providers
  • HR and Benefits Managers
  • Members’ Representatives (Union Representatives & Member-Nominated Trustees)
The venue

Schroders Solutions, 1 London Wall Place, London EC2Y 5AU

Agenda

More information to follow.

08:30 - 09:00
Arrivals, registration & breakfast
09:00 - 09:10
Welcome from the PMI
Robert Wakefield FPMI
Robert Wakefield FPMI
PMI
President
09:10 - 09:45
The Future of Pensions in the UK

In this keynote session we will provide an in-depth exploration of the future landscape of UK pensions. As the regulatory environment evolves, trustees face unprecedented challenges and opportunities. This session will cover key trends, upcoming regulatory changes, and strategic insights on how trustees can navigate the complexities of pension management in the years ahead.

09:45 - 10:25
Gold speaking session

More details coming soon.

10:25 - 10:55
Networking break
10:55 - 11:30
Schroders Solutions session
Richard Fox
Richard Fox
Schroders
Head of Public Policy

More details coming soon.

11:30 - 12:05
WEALTH at work session

More details coming soon.

12:05 - 12:40
PMI's Global Innovation Centre - Introducing the new Trustee Special Interest Group (SIG)
Chris Hogg FFA
Chris Hogg FFA
SIG Committee Member
PMI

The world of trusteeship is complex and fast-changing.  Lay trustees - for whom pensions is not their day job - are required to operate alongside various experts, which can be intimidating.  The PMI has long been at the forefront of trustee education, and now to add to this support will be launching an online forum focused on Trusteeship – the PMI Trusteeship Special Interest Group. 

The purpose of the forum is to stimulate and facilitate trustee debate, particularly among lay trustees, providing a ‘safe space’ group environment where individuals can share experiences, ask questions, provide an impetus to motivate fresh thinking and ideas, and simultaneously build confidence in their trustee roles.

12:40 - 13:40
Lunch and networking
13:40 - 14:15
Panel discussion: Innovating Trustee practices through technology

In an era of rapid technological advancement, trustees are increasingly turning to digital tools to improve governance, streamline processes, and enhance decision-making. This panel discussion explores how technology can transform pension governance. Experts will cover key tools like dashboards for real-time insights, AI for enhanced decision-making and risk management, and online trustee services such as board packs for streamlined governance. 

14:20 - 14:50
Breakout session: The Best of All Worlds - Security and Growth in a Retirement Plan
Georgina Taylor
Georgina Taylor
Invesco
Head of Multi-Asset Strategies (MAS) UK
Mary Cahani
Mary Cahani
Invesco
Head of Defined Contribution (DC) Clients, UK Institutional

Since the introduction of the Pensions Freedoms nearly a decade ago, the annuity market has plummeted while the drawdown market has soared.

Arguably both trends have been overdone. Rate rises have resulted in much more attractive annuity rates, enabling savers to lock in a higher level of secure income and mitigating the risk of running out of money in retirement.

In this session, we will discuss the evolution of retirement products which combine both secure income and continuing growth potential, and how these can be customised to the circumstances of individual savers.

14:20 - 14:50
Breakout session: Embracing equity, diversity, and inclusion
Ally Georgieva
Ally Georgieva
mallowstreet
Head of Insight

This session will delve into the findings of mallowstreet’s annual Equality, Diversity, and Inclusion (ED&I) survey, conducted in partnership with Cardano. We will explore the ongoing challenges within the pension trustee community to increase diversity, track year-on-year progress, and highlight emerging best practices. The talk will focus on actionable strategies to overcome barriers and foster a more inclusive and equitable future for institutional pensions.

14:50 - 15:15
Networking break
15:15 - 15:50
Effective communication strategies with scheme members

Clear and transparent communication is essential for building trust and ensuring scheme members are well-informed about their pension benefits. In this breakout session, communication experts will guide trustees through best practices for engaging with scheme members across various channels. Topics will include tailoring messages for different member demographics, simplifying complex pension information, and leveraging digital platforms to enhance outreach.

15:50 - 16:30
The future for pension fund trustees
Robin Ellison
Robin Ellison
Cambridge Colleges’ Federated Pension Scheme
Chairman

Increasing expectations by TPR, additional personal liabilities and pressure for buy-outs and consolidation, suggest a limited future for pension trustees. This session explores whether there might be a better future than expected for trustees, and discusses improved protection against liabilities.

16:30 - 17:30
Networking drinks reception

Speakers

More information to follow.

Ally Georgieva
Ally Georgieva
mallowstreet
- Head of Insight

Ally joined mallowstreet to head up the Insights division and is responsible for all research and analytics. She started her career as an Executive Producer for Marcus Evans’ investment summits. Ally was then invited to join EDHEC-Risk Institute to research East Asia’s pension systems, while studying for a Master’s degree in finance on a full scholarship. After this, Ally worked in analytics sales at Scientific Beta, Ned Davis Research and eVestment. Striving for a more strategic role, she found purpose in mallowstreet’s vision - to help create a better retirement for everyone. Since joining six years ago, she has worked on over 30 research projects, across the DB, DC and LGPS markets as well as the UK insurance industry.

Chris Hogg FFA
Chris Hogg FFA
SIG Committee Member
- PMI

Chris has been a Trustee CEO for over a decade, initially at Royal Mail and more recently National Grid, and is currently transitioning to become an Independent Trustee.  An experienced corporate leader working in the UK pension fund industry for over 20 years, his focus has been on strategy and risk management, governance effectiveness of trustee boards and enhancing and futureproofing internal management operating models.  At Royal Mail Chris led the transfer of £30bn of assets and corresponding liabilities to the UK Government in 2012. 

Chris is a PMI Trusteeship SIG committee member and previously chaired the PLSA’s DB Council and sat on the PLSA Board.  Chris holds a BSc in Actuarial Maths and Statistics (First) from Heriot Watt University, and is a keen yoga practitioner and piano player. 

Georgina Taylor
Georgina Taylor
Invesco
- Head of Multi-Asset Strategies (MAS) UK

Georgina is Head of Multi-Asset Strategies (MAS) UK team and Fund Manager within Invesco’s Henley based investment centre.
Georgina joined our company in June 2013 as a Product Director, became Research Director in 2016 then went on to become a Fund Manager in 2018. Georgina
became Head of the Multi Asset Strategies (MAS) UK team in January 2023.
Georgina commenced her career with HSBC in 2001 as an Equity Strategist. She went on to join the Equity Strategy team at Goldman Sachs in 2004 where she wrote
global equity and asset allocation research. Georgina gained asset management experience at Legal & General Investment Management, contributing to the overall asset
allocation outlook for the firm and multi asset funds. Before joining Invesco, Georgina was head of Equity Strategy, EMEA, at State Street Global Markets, producing and
presenting on asset allocation and equity research.
Georgina holds a BSc (Hons) in Economics from the University of Bath.

Mary Cahani
Mary Cahani
Invesco
- Head of Defined Contribution (DC) Clients, UK Institutional

Based in London, Mary is part of the UK Institutional team at Invesco, focused on working closely with key stakeholders within DC to champion better member outcomes and promote Invesco’s full range of investment strategies across all asset classes.

Prior to joining Invesco in January 2022, Mary worked for Russell Investments in a variety of roles within the institutional business. She started off in the operations and quickly worked her way into the institutional team focusing on developing and maintaining relationships with UK pensions schemes with primary focus on Fiduciary Management. Previously she worked in Client communications, marketing, and products development teams for organisations like Henderson (now Janus Henderson), Premal Group and Advanced Real capital. Mary did not choose the conventional route to building her career in the asset management industry. She has had a range of roles in retail and consultancy while raising her family.

Mary graduated from Bayes Business School in 2012 in BSc (Hons) in Investment and Financial Risk Management. and has passed levels 1 and 2 of the CFA.

Richard Fox
Richard Fox
Schroders
- Head of Public Policy

Rich Fox is the Head of Public Policy for Schroders in the UK. Before joining Schroders Rich spent over 15 years at the Financial Conduct Authority in a range of senior roles focused on policy development and stakeholder engagement.

Robin Ellison
Robin Ellison
Cambridge Colleges’ Federated Pension Scheme
- Chairman

Robin Ellison is Chairman of the Cambridge Colleges’ Federated Pension Scheme, and chairs the Governance Committee of the Public Service Pensions Board. He has practiced as a solicitor for over 50 years, acting for major corporates, government agencies and foreign governments and continues to advise on the development of pensions and investment products. He has been an adviser to the House of Commons Select Committee on Work and Pensions. He wrote a monthly column on pensions law for 40 years for Pensions World and now publishes a monthly blog for Professional Pensions.

His study of regulation, Red Tape: managing excess in law, regulation and the courts is published by Cambridge University Press, and he is the author of a number of pension texts including the standard work on pensions law published in four loose-leaf volumes (Sweet & Maxwell), Pension Fund Investment Law (Bloomsbury Professional), The Pension Trustees Handbook (PMI, eighth edition 2024), and edits the Pension and Benefits Law Reports (Pendragon/Perspective). He now works with UK and international asset managers in relation to regulation and product design. He is currently working on a new book, Rulemaking, intended as a practical guide for regulators and lawmakers.

He is Visiting Professor in Pensions Law and Economics at The Bayes Business School, City, University of London, and gained his PMI Diploma in Pension Trusteeship in 2021.

Robert Wakefield FPMI
Robert Wakefield FPMI
PMI
- President

Trustee Workbench 2023

Highlights

Thank you to our sponsors and partners for their continued support

Schroders Solutions
Schroders Solutions
Sponsor
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WEALTH at work
WEALTH at work
Insight Partners
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Invesco
Invesco
Insight Partners
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AMNT
AMNT
Media Partner
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Pi Partnership
Pi Partnership
Media Partner
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