Trustee Workbench (Edinburgh) 2025

Trustee Workbench (Edinburgh) 2025

04 November 2025 | 09:00 - 13:40

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Trustee Workbench (Edinburgh) 2025

PMI’s new and improved half-day event 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. If you are interested in attending this event, please complete the form here, and we will contact you once registration opens.

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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).
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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 three-hour 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.

Who should attend:
  • Professional Trustees
  • Lay Trustees
The venue

The Mound , Patrick Geddes Hall, 4 Mound Place, City Of Edinburgh EH1 2LU

Agenda

More information soon.

9:00 -9:30
Arrivals, Registration & Breakfast
9:30 - 9:40
Welcome From The PMI And Objectives For The Day
9:40 - 10:20
The Evolving Role Of A Trustee In 2025
10:20 - 11:00
Investment Strategies And Risk Management
11:00 - 11:20
Refreshment Break
11:20 - 11:50
Technology, Digital Transformation Including Cybersecurity Preparedness
11:50 - 12:20
Member Engagement And Communications Best Practices
12:20 - 12:40
Panel Discussion And Q&A: Key Takeaways For Trustees
12:40 - 13:40
Networking & Lunch

Thank you to our sponsors and partners for their continued support

Scottish Widows
Scottish Widows
Sponsor
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Speakers

Hear from the experts... More information soon.