About  Strengthen your trustee skills
Now in its second year, the PMI’s updated half-day Trustee Workbench is designed exclusively for pension scheme trustees. It offers a series of focused training sessions on the topics that matter most to your role. The programme gives you practical insights to support your governance, compliance and decision-making, helping you strengthen your knowledge and manage your scheme with confidence.
By concentrating on key areas of trustee responsibility, Trustee Workbench equips you with the tools and understanding you need to carry out your duties effectively.
If you are a non-member interested in attending, we kindly ask that you email us at 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.
Why Attend
Agenda
Speakers
Howden
Associate, Senior Pensions Management Consultant
Howden
Associate, Senior Pensions Management Consultant
Wendy Round FPMI
Associate, Senior Pensions Management Consultant
Wendy is a senior member of Howden’s Board Management Services (BMS) team and currently heads up the team’s technical research and support group.
Wendy is responsible for market research, development of technical training, document templates, technical queries and internal risk processes for both Corporate Secretarial and Pensions & Executive Management Services in the BMS business area. Much of this work relies on close collaboration across business areas in order to avoid duplication of work effort and efficient pooling of knowledge to respond quickly to internal and external factors.
Since joining in 2023, she has been co-leading Howden’s General Code Steering Group. The team has taken a pragmatic and unique approach to the code, with the development of systems aimed at simplifying the entire process for Trustees. Having held various roles in pension scheme management, from administration to governance, Wendy's focus has been on ensuring that solutions add value and streamline efficiencies. This led to the development of award-winning CORE from Howden, the firm's ESOG/ORA governance and risk management platform.
Wendy is also the Charity Lead, focused on utilising the governance and secretariat expertise developed within BMS to support charity trustee boards as part of the business's broader diversification strategy. Drawing on her experience as a hospice trustee, she brings a unique perspective to this role, helping to shape and develop Howden’s overall charity proposition
Associate, Senior Pensions Management Consultant
Howden
Wendy Round FPMI
Associate, Senior Pensions Management Consultant
Wendy is a senior member of Howden’s Board Management Services (BMS) team and currently heads up the team’s technical research and support group.
Wendy is responsible for market research, development of technical training, document templates, technical queries and internal risk processes for both Corporate Secretarial and Pensions & Executive Management Services in the BMS business area. Much of this work relies on close collaboration across business areas in order to avoid duplication of work effort and efficient pooling of knowledge to respond quickly to internal and external factors.
Since joining in 2023, she has been co-leading Howden’s General Code Steering Group. The team has taken a pragmatic and unique approach to the code, with the development of systems aimed at simplifying the entire process for Trustees. Having held various roles in pension scheme management, from administration to governance, Wendy's focus has been on ensuring that solutions add value and streamline efficiencies. This led to the development of award-winning CORE from Howden, the firm's ESOG/ORA governance and risk management platform.
Wendy is also the Charity Lead, focused on utilising the governance and secretariat expertise developed within BMS to support charity trustee boards as part of the business's broader diversification strategy. Drawing on her experience as a hospice trustee, she brings a unique perspective to this role, helping to shape and develop Howden’s overall charity proposition
PwC
Investment director
PwC
Investment director
Raj Goswami
Investment director
24 years advising on investment strategy, portfolio construction and risk management for large institutional investors. Former founding partner and Head of Advisory at Momentum and previously a Principal in Mercer’s investment advisory team
Investment director
PwC
Raj Goswami
Investment director
24 years advising on investment strategy, portfolio construction and risk management for large institutional investors. Former founding partner and Head of Advisory at Momentum and previously a Principal in Mercer’s investment advisory team
Aon
Senior Consultant
Aon
Senior Consultant
Brian Kinlan
Senior Consultant
Brian is a Senior Consultant within Aon’s Governance Specialist Team, and an Associate member of the PMI, with extensive experience supporting trustee boards and pension scheme executives on governance, risk management, and board effectiveness. He has played a key role in delivering a number of large-scale governance and effectiveness reviews for major UK pension schemes, and also acts as Secretary for a range of trustee boards
Senior Consultant
Aon
Brian Kinlan
Senior Consultant
Brian is a Senior Consultant within Aon’s Governance Specialist Team, and an Associate member of the PMI, with extensive experience supporting trustee boards and pension scheme executives on governance, risk management, and board effectiveness. He has played a key role in delivering a number of large-scale governance and effectiveness reviews for major UK pension schemes, and also acts as Secretary for a range of trustee boards
Aon
Partner
Aon
Partner
Michelle Burgess
Partner
Michelle is a qualified Actuary, Client Manager and Pensions Governance specialist. Michelle works in a variety of roles within Aon supporting a diverse range of clients. One of Michelle’s primary roles is leading Aon’s Governance Specialist Team, which includes the development of Aon’s strategic governance thinking, governance tools, and solutions to support Boards. Her particular focus is on helping trustees address the challenge of evolving agendas, legislative change, risk management, and board effectiveness.”
Partner
Aon
Michelle Burgess
Partner
Michelle is a qualified Actuary, Client Manager and Pensions Governance specialist. Michelle works in a variety of roles within Aon supporting a diverse range of clients. One of Michelle’s primary roles is leading Aon’s Governance Specialist Team, which includes the development of Aon’s strategic governance thinking, governance tools, and solutions to support Boards. Her particular focus is on helping trustees address the challenge of evolving agendas, legislative change, risk management, and board effectiveness.”
Standard Life
Policy and Research Manager
Standard Life
Policy and Research Manager
John Newton
Policy and Research Manager
John joined the Standard Life Centre for the Future of Retirement in April 2026 as Policy and Research Manager. He has a particular interest in conducting research in savings and retirement, and leads on our flagship Retirement Voice study.
John joined the Standard Life Centre for the Future of Retirement after spending eight years in Standard Life’s internal customer research team. In this role John led on a number of research studies that explored customer needs, perceptions and attitudes, providing insight that supported long-term business strategy and good customer outcomes. Prior to joining Standard Life John worked across several research agencies, on behalf of various public, private and third sector clients.
Policy and Research Manager
Standard Life
John Newton
Policy and Research Manager
John joined the Standard Life Centre for the Future of Retirement in April 2026 as Policy and Research Manager. He has a particular interest in conducting research in savings and retirement, and leads on our flagship Retirement Voice study.
John joined the Standard Life Centre for the Future of Retirement after spending eight years in Standard Life’s internal customer research team. In this role John led on a number of research studies that explored customer needs, perceptions and attitudes, providing insight that supported long-term business strategy and good customer outcomes. Prior to joining Standard Life John worked across several research agencies, on behalf of various public, private and third sector clients.
Costs
| Description | Cost |
|---|---|
| Members | Free for PMI Trustee Members |
| Non-members | £375 + VAT - If you are a non-member interested in attending, we kindly ask that you email us at events@pensions-pmi.org.uk If any places remain nearer the time we will be in touch. |
Location
Edinburgh
Standard Life House, 30 Lothian Rd, Edinburgh EH1 2DH
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.