PMI Crest
PMI Mentoring and Development Programme: mentor update
11 September 2020

PMI Mentoring and Development Programme: mentor update

I have worked in the Pensions Industry since 1997. I worked in pensions administration for ten years (albeit three years of that was part-time while I did my degree), and I have supported Trustee Boards for the past thirteen years. I am currently Pensions Manager of a midsize open Defined Benefit (DB) scheme. I have been fortunate enough to work alongside some fantastic people during that time. When I read the PMI was running a new mentoring programme I applied as a mentor in the hope I could pass on some of the things I have learnt in the past two decades.

I had envisaged meeting my mentee face-to-face for coffee but unfortunately, shortly after the programme was launched, we found ourselves in lockdown. What that has meant for my mentee and I is that we have had to adapt our meeting structure and hold our meetings remotely. We have had one phone call and two Zoom calls during this period which seem to have worked well. We have found areas of common interest, for example, Environmental, Social and Governance (ESG) which have led to good discussions. Hopefully it is useful to have an insight into the slightly different approach taken by each scheme/ trustee board.

My mentee is a trustee, therefore, unlike me, pensions are not the day job. Whilst she is very enthusiastic, she has to balance the time commitment of trusteeship with her substantive role. Having worked with many trustees over the years I appreciate how difficult that can be at times.

I think the breadth of the role of a trustee has increased significantly over the last decade or so. I have a lot of admiration for the dedication of lay trustees.

I try to signpost areas which might be useful to my mentee. For example, I try to forward reports or invitations which might be of interest and I hope this compliments the support which she receives internally.

I have enjoyed the programme so far and I would encourage others to consider it in future years. I hope to meet up with my mentee in real life before the programme ends.

I hope to develop our discussions into short/ medium term goal setting with action points. This is slightly different with a mentee who is a trustee rather than a pensions professional as terms of office are, by their nature, limited.


This article was featured in Pensions Aspects magazine September edition

The PMI Mentoring and Development Programme is sponsored by The People’s Pension and delivered in conjunction with the Institute of Leadership & Management. If you would like to find out more about the program structure, visit.


back to Pensions Aspects Magazine

Last update: 19 January 2021

Eve Keith
Pensions Manager

Assistant Pensions Investment Consultant - Berkshire

Salary: £31500 - £37000 pa

Location: Berkshire

Senior Pensions Governance and Secretariat Consultant

Salary: £70000 - £90000 pa

Location: Hampshire

Senior Pensions Analyst

Salary: £55000 - £75000 pa

Location: London

You may also like:

Governance – what can we learn from Master Trusts?
08 October 2021

Governance – what can we learn from Master Trusts?

Since the modern day Master Trust was first established in 2012, they have become a phenomenon and are now amongst the most popular form of Defined Contribution (DC) Pensions Savings. One of the key factors to their success has been the governance structure underpinning them. From The Pension Regulator’s authorisation and supervision regime, to the efficient operation of the Board, Master Trusts have proved that strong governance does lead to better outcomes. This article explores the key learnings from Master Trusts and whether these principles can be applied to other pension schemes.

Read more
Responsible investment beyond the coronavirus
08 October 2021

Responsible investment beyond the coronavirus

How the investment community can help advance the environmental gains that have come out of COVID-19

Read more