Trustee Workbench (London) 2026

Trustee Workbench (London) 2026

13 May 2026 | 9:00 - 13:45

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Trustee Workbench (London) 2026

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.

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    Fees

    PMI Trustees: Free
    Non-members: £375 (+VAT).
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    In-person

    event
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    5+

    trainers
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    CPD

    4

Event Details

THE BASICS

Topics of discussion:

Immersive half day 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
Who should attend:
  • Professional Trustees
  • Lay Trustees
The venue

Mayer Brown LLP, 201 Bishopsgate EC2M 3AF, London

Agenda

More information soon.

08:30 - 09:00
Arrivals, registration and breakfast
09:00 - 09:10
Welcome from the Chair and objectives for the day
Lou Davey
Lou Davey
PMI
Non-Executive Director
09:10 - 09:50
Legislative and Regulatory update session
Beverly Cox
Beverly Cox
Mayer Brown
Counsel
Gareth Davies
Gareth Davies
Mayer Brown
Senior Associate

A practical update on the latest legislative and regulatory developments affecting pension schemes, with a focus on what trustees need to do differently as a result. The session will cover both DB and DC impacts, highlighting emerging regulatory themes and supervisory expectations.

09:50 - 10:30
Improving risk transfer delivery through better data and operational readiness
Amber Docteur
Amber Docteur
WTW
Senior Director
Greg Robertson
Greg Robertson
WTW
Senior Director
Phil Titchener
Phil Titchener
WTW
Managing Director

The risk transfer market continues to grow, with a significant number of schemes moving through buy-in and buyout stages. This session explores how you can reduce delays and improve delivery at each step of the process.

Drawing on practical experience, the WTW buyout and wind-up delivery team will share clear guidance on managing data and operational challenges, addressing key risks, and supporting a smoother transition to buyout and wind-up.

You will also gain insight into more complex areas, including linked defined benefit and defined contribution arrangements and additional voluntary contributions, making this session relevant across a range of scheme types.

10:30 - 10:45
Refreshment break
10:45 - 11:25
Cyber risk in pensions
Kim Gubler
Kim Gubler
KGC Associates
Managing Director

An interactive exploration of cyber risk and data security within pension schemes, focusing on real-world risks trustees face through administrators, AVC providers, payroll interfaces and third-party suppliers. The session will cut through technical jargon and focus on trustee oversight and accountability.

11:25 - 12:05
Delivering on trustee duties: designing effective default and guided retirement solutions
Duncan Buchanan FPMI
Duncan Buchanan FPMI
PMI
Non-executive Director
Philip Hodges
Philip Hodges
Guiide
Director

Trustees are taking on greater responsibility, with increasing expectations to support members not only in saving, but also in how they access their retirement income. The development of default retirement solutions and guided retirement approaches brings new considerations for accountability, governance and member outcomes.

As outcomes become more visible, trustees are likely to face greater scrutiny. Expectations are evolving, alongside the potential for complaints or legal challenge. This session will explore how trustees can respond with confidence, putting in place clear and robust approaches that support good member outcomes.

12:05 - 12:45
Reflect and take action

This panel session will focus on key themes from the day's sessions and invite participants to consider what actions they will take from today into their next Trustee meeting.

12:45 - 13:45
Networking lunch

Optional lunch for attendees to continue their discussions and networking if they would like.

Trainers

Hear from the experts... More information soon.

Amber Docteur
Amber Docteur
WTW
- Senior Director

Amber is a senior programme manager at WTW with 10 years’ pension industry experience, specialising in complex de risking and end to end endgame delivery. She builds strong Trustee–adviser collaboration to drive efficient delivery with a clear focus on objectives, member experience and cost. She leads WTW’s endgame project management team, covering the full journey from buy in readiness through to buyout and wind up.

Beverly Cox
Beverly Cox
Mayer Brown
- Counsel

Beverly Cox acts for a wide range of pension schemes and advises on all aspects of pension scheme design and management, including drafting rule amendments to implement the increasingly complex benefit structures which schemes can develop over the years. She has particular experience of defined benefit schemes and questions arising from the participation and withdrawal of employers and restructuring of employer groups. She advises pension scheme trustees in relation to proposals for benefit changes by scheme sponsors and scheme funding negotiations. Over recent years, Beverly has provided advice on several bulk transfers of money purchase scheme members to master trusts, and also has experience of advising on scheme wind-ups. She is a member of the cross-departmental team comprising pensions, insurance and finance specialists who work together advising on buy-ins of pensioner and deferred member liabilities, including medically underwritten buy-in

Duncan Buchanan FPMI
Duncan Buchanan FPMI
PMI
- Non-executive Director

Duncan formerly a partner of Hogan Lovells is a non-executive director at Guiide (the online holistic retirement tool) and a trustee director of Sarcoma UK (the bone and soft tissue cancer charity). A Fellow of the PMI, Duncan also chairs the pensions sub committee at Yateley Industries for the Disabled.

Gareth Davies
Gareth Davies
Mayer Brown
- Senior Associate

Gareth Davies, Senior Associate, acts for trustees, employers, and financial institutions on all aspects on pensions law. He has strong experience in pension risk transfer, acting for FTSE100 employers, multinationals, and scheme trustees on some of the largest insurance buy-ins in recent years.

Clients turn to Gareth for advice on scheme governance, regulatory change, restructurings, amendments, funding, surplus, and bulk transfers to master trusts. He also has broad transactional experience, advising corporates and private capital providers on the employer covenant aspects of M&A, financings, and other corporate activity.

Before joining Mayer Brown in January 2026, Gareth worked for a “magic circle” law firm in London.

Greg Robertson
Greg Robertson
WTW
- Senior Director

Greg is a senior member of WTW’s specialist pension risk transfer team and is certified by the FCA to provide advice in relation to the purchase of bulk annuities. He has advised on buy-ins and buyouts for a decade, with significant hands-on experience of over 60 projects. This includes transactions for schemes as small as £1m through to over £3bn.

Kim Gubler
Kim Gubler
KGC Associates
- Managing Director
Lou Davey
Lou Davey
PMI
- Non-Executive Director
Philip Hodges
Philip Hodges
Guiide
- Director

Philip is a Director and early investor in Guiide which has a mission to help all people get their best retirement outcome through personalised guidance. He has been at the forefront of innovation in pensions for all his +30 years in the industry with Prudential and KPMG. Since the government gave people the freedom to do what they want with their retirement savings in 2016 he has been seeking ways to help people through the complexities of securing the financial future they want leading to the launch of Guiide in 2020 just when it was needed most during the pandemic.

Phil Titchener
Phil Titchener
WTW
- Managing Director

Phil has over 29 years’ pensions experience and co-leads WTW’s specialist Project and Data Solutions team, comprising 85 data specialists and pensions project managers. He provides strategic data advice and sponsors the delivery of major data programmes for clients on de risking journeys, acting as project sponsor for more than 25 programmes, including some of WTW’s largest pension schemes across a wide range of industries.

Thank you to our sponsors and partners for their continued support

Mayer Brown
Mayer Brown
Host
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WTW
WTW
Sponsor
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