Trustee Workbench (Edinburgh) 2025
PMI’s new and improved half-day workbench is designed exclusively for pension scheme trustees, offering a series of targeted training sessions on key topics relevant to their role. This focused program provides trustees valuable insights and practical knowledge to enhance their governance, compliance, and decision-making capabilities. By addressing critical areas that matter most to trustees, Trustee Workbench ensures they have the tools and understanding necessary to manage their pension schemes and fulfil their responsibilities effectively.
Places are extremely limited and reserved for PMI Trustees, we advise registering early to avoid disappointment.
If you are a non-member interested in attending, we kindly ask that you email the events team - events@pensions-pmi.org.uk. If any places remain nearer the time we will be in touch.
If you'd like to register to become a Trustee member and secure your space today, more details can be found here.
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Fees
PMI Trustees: Free
Non-members: If you are interested in joining, please register your interest (details in the event description), we will contact you in April if any places are available. The non-member cost will be £375 (+VAT). -
In-person
event -
5+
trainers -
CPD
4
Event Details
THE BASICS
Immersive program comprised of focused training style sessions. Each session is designed to deliver targeted material, fostering an action learning environment. Participants will engage in collaborative learning sets aimed at achieving specific objectives that enhance skills and knowledge.
Key features:
- Concise and impactful: A structured morning session covering essential trustee responsibilities.
- Expert-Led learning: Sessions facilitated by leading industry professionals, regulators, and investment specialists.
- Interactive and practical: Real-world case studies, scenario-based learning, and decision-making exercises.
- Live Q&A: Direct access to industry experts for tailored advice.
- CPD-certified: Earn CPD credits to enhance your trustee knowledge.
- Professional Trustees
- Lay Trustees
Lloyds Banking Group, Head Office, The Mound, Edinburgh, EH1 1YZ
Agenda
More information soon.
Strong governance underpins effective pension scheme management, and trustee boards have an important the opportunity to strengthen their impact in 2025 and beyond.
In this interactive session, you will explore practical ways to enhance governance approaches in response to evolving expectations from the Pensions Regulator, members, and sponsoring employers.
Discover how to transform passive members into active participants. This session will delve into how communication can build trust, demystify complex pension concepts, and generating meaningful engagement to drive better outcomes for your members.
Trustees are expected to make faster, better-informed decisions in an increasingly complex pensions landscape. Using scheme data effectively can strengthen governance, highlight risks and uncover opportunities to improve outcomes for members. This session explores how advanced data analytics and AI can turn information into clear actions for trustees. Through practical examples, interactive discussion and live polling, you will gain a sharper perspective on how technology can support stronger decision-making today and in the run-up to 2030.
Thank you to our sponsors and partners for their continued support
Speakers
Hear from the experts... More information soon.
Brian is a Senior Consultant at Aon, and an Associate member of the PMI, providing governance, cyber governance, project management and scheme secretarial services to several pension schemes of varying sizes and complexity.
Brian is a key experienced member of Aon’s specialist Governance team and Cyber Governance team, specialising in areas such as trustee effectiveness, regulatory compliance, risk management, and incident response planning. Through this role, Brian reviews the effectiveness of Aon’s governance services, to ensure efficient delivery for all schemes.
John Wilson LLB (Hons), FPMI, ACII, Head of Pensions Technical at Aptia, has nearly 40 years’ experience in the pensions industry, spending 20 of them at JLT Employee Benefits where he led the in-house research function and authored a number of white papers on topics such as DB deficits and the adequacy of retirement.
He has also held roles at firms such as Dalriada Trustees, Standard Life, Aegon, Scottish Widows and Buck Consultants. He is currently the chair of the Society of Pension Professionals (SPP) and Pensions Management Institute (PMI) Scottish groups, and a member of the SPP’s Legislation Committee.
An experienced pensions professional, Sharon comes with 30 years’ DC experience consulting across a wide range of disciplines. Sharon joined Scottish Widows in September 2020 and works closely with the Scottish Widows IGC and Master Trust Trustee Board – Sharon has unrivalled insight and well-rounded experience gained from her time in consultancy as well as from being on the provider “front line”.
Sharon is an Accredited Professional Pension Trustee and a member of the PLSA Master Trust Committee; she also Chairs the ABI Master Trust Working Group and is a member of the Scottish Widows Master Trust Scheme Strategist Committee.
