Trustee Workbench (London) 2025

Trustee Workbench (London) 2025

19 June 2025 | 9:00 - 13:40

book now

Trustee Workbench (London) 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 fill out this form. 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.

Find details on Trustee Workbench (Edinburgh) taking place 4 November 2025, click here.

  • icon

    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).
  • icon

    In-person

    event
  • icon

    5+

    trainers
  • icon

    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, London EC2M 3AF, London

Agenda

9:00 - 9:30
Arrivals, registration and breakfast
09:30 - 09:40
Welcome from the PMI
Helen Forrest Hall APMI
Helen Forrest Hall APMI
PMI
Chief Strategy Officer

The PMI will outline the objective's for the day's workbench - providing practical, insightful sessions focused on what trustees need to know and consider driven by case studies and real-world scenarios.

09:40 - 10:20
A perfect storm: navigating increasing regulatory demands and complex challenges
Henry Corrigan
Henry Corrigan
Mayer Brown
Senior Associate
Helen Parrott
Helen Parrott
Mayer Brown
Counsel

Pension trustees play an essential role. But in today's volatile, and increasingly regulated environment Trustees must not only ensure compliance and manage risks, but also oversee strategic projects and continually anticipate future challenges. This session will explore some of those future challenges and how trustees could best manage competing demands and projects.

Key learning points:

  • Trustee duties and legal obligations
  • New regulations and compliance updates for 2025
  • Case studies on effective Governance
  • Managing conflicts of interest
  • Best practices for decision-making
10:20 - 11:00
Navigating uncertainty: Top investment challenges for trustees in 2025

Setting long-term investment strategies in a volatile world is challenging. This session will explore key investment principles, how strategies can differ depending on scheme objectives and how, and how not to, respond to global events.

Key learning points:

  • Market trends and their impact on pension schemes
  • Key investment principles Trustees should know
  • Managing inflation and market volatility
  • LDI strategies and risk management
  • Balancing growth and de-risking
11:00 - 11:20
Coffee break
11:20 - 11:50
Operational, but important: getting your data right, embracing technology and managing risks

Integrating advanced technologies like artificial intelligence (AI), mitigating cybersecurity risks and managing operational risks, such as compliance with dashboard timelines, remain critical priorities for trustees. This session explores the key operational challenges and opportunities facing trustees and explores how to tackle them

Key learning points:

  • Cyber threats and resilience strategies
  • How Trustees can protect member data
  • The role of AI and automation in pensions
  • Regulatory expectations for data protection
  • Dashboards 

 

11:50 - 12:20
Engaging the unengaged: building trust, simplifying the complex and engaging to improve outcomes

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.

Key learning points:

  • Building trust with members
  • Simplifying complex pension information
  • Managing member expectations in volatile markets
12:20 - 12:40
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.

12:40 - 13:40
Networking lunch

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

Recommended follow-on event
Achieving the dual objective: Positive impact on people and planet and financial returns
AXA Investment Managers would be delighted if you could join them after Trustee Workbench, on 19 June between 14:30 – 17:30, for an event that promises to be informative and enjoyable in equal measure.
Institutional clients are now looking at the dual objective of achieving positive financial outcomes while investing in people and planet. This event is designed for investors to discover how to achieve this, with actionable insights and real-world case studies across various asset classes.
Following the presentations, an expert sommelier will host a tasting session of our very own AXA wines paired with some tasty nibbles.
More details and registration, here.

Speakers

Hear from the experts... More information soon.

Helen Forrest Hall APMI
Helen Forrest Hall APMI
PMI
- Chief Strategy Officer
Helen Parrott
Helen Parrott
Mayer Brown
- Counsel

Helen Parrott advises trustees and employers on all aspects of pensions law including documentation, administration, disputes and funding. She also has experience of advising trustees on the employer's covenant in relation to corporate activity and insolvency with particular experience of scheme mergers as well as investment issues including advice for trustees on establishing a common investment fund.

Helen joined Mayer Brown in 2007.

Henry Corrigan
Henry Corrigan
Mayer Brown
- Senior Associate

Henry Corrigan, senior associate, advises trustee and employer clients on all aspects of pensions law and practice. Henry helps clients comply with their legal obligations in relation their pensions arrangements both in a day to day advisory capacity and on significant projects.

Thank you to our sponsors and partners for their continued support

Mayer Brown
Mayer Brown
Host
-
Sackers
Sackers
Insight Partner
-
AXA Investment Managers
AXA Investment Managers
Sponsor
-