Professional Trustee Summit

Eversheds Sutherland, 1 Wood Street, London EC2V 7WS

This half-day summit, is packed with informative panels and high-profile speakers, who will cover the essentials of delivering effective trusteeship in challenging times.

The programme will explore key topics, including:

  • The way the watchdog oversees professional trustees, what it can learn from other regulators, and the case for setting clearer standards for professional trustees.
  • The latest developments in pensions policy, covering AE review and any other developments in 2017.
  • What do schemes and sponsors look for in a professional trustee?

At the end of the day you’ll have the opportunity to continue the debate at our networking drinks reception.

The summit is free to attend, and is open to professional trustees, trustee chairs and independent governance committee members, by invitation only.

Free places will be offered at the discretion of the event organiser.



Meet and great – tea, coffee and registration
A light lunch will be provided
Welcome address | Maggie Williams, consultant editor, Engaged Investor
Keynote address | Is there a better approach to the regulation of trustees and will the ante be raised for professional trustees?
It’s clear that the Pensions Regulator believes that trustees need to raise their standards of governance. But what’s the best way of doing this and just what does the watchdog expect from someone calling themselves a professional trustee? This session will explore a different approach to the regulation of trustees and examine the case for setting clearer standards for professional trustees.
Richard Butcher, chair, PLSA
Independent Trustee Research | Key insights and findings from our latest research
Presentation of the key insights and discussion of the latest trends from the recently published Engaged Investor Independent Trustee research, in association with Newton Investment Management.
Catherine Gill, institutional business development, Newton Investment Management
Giles Payne, director, HR Trustees
David Weeks, co-chair, Association of Member Nominated Trustees
Advisory session | Funding and de-risking in a low yield environment
Pension schemes currently face a unique set of challenges; pension schemes are maturing quickly, gilt yields are near historic lows and the wider economic environment remains uncertain.
Ken will provide some practical insight into what pension schemes are doing to address these issues.
Ken Hardman, partner, Lane Clark & Peacock
Re-energise – tea, coffee and networking
Welcome back | Jeremy Goodwin, partner and head of pensions, Eversheds Sutherland
An audience with…
An interview with the regulator looking at the latest developments in pensions policy, covering AE review and any other developments in 2017
Tony Raymond, acting executive director of regulatory policy, The Pensions Regulator
Advisory session | Buy-outs: Motivations and case studies
An overview of the very latest developments in the bulk annuity market with an illustration of the trends with two case studies.
Jay Shah, head of origination, Pension Insurance Corporation
Panel discussion | What do schemes and sponsors look for in a professional trustee?
More and more trustee chairs and sponsoring employers are recognising the value of adding professional expertise to their board. But how do they decide what skills they lack and how best to fill in any gaps? Would a NED or independent adviser be more appropriate? This session will bring together trustee chairs, sponsors, and advisers to discuss the needs of sponsors and pension schemes, and how best professional trustees can meet these needs.
Neil Carberry, managing director of people & infrastructure, CBI
Neil McPherson, managing director, Capital Cranfield
Rory Murphy, chair, Ensign Retirement Plan and MNOPF
Summary and drinks reception

Programme and speakers for the Professional Trustee Summit are correct at time of publication but subject to change.


The Professional Trustee Summit brings together some of the sectors most influential and experienced trustees for a high-level debate about the hottest topics and key challenges facing schemes and trustees.

This half day event and networking drinks reception gives sponsors the opportunity to address this highly influential audience, who are involved with some of the UK’s largest pension schemes – contact Keith Dalton, publisher on 020 7618 3438 to build your perfect package.

Thanks to this year’s sponsors

Eversheds Sutherland
Pension Insurance Corporation


Eversheds Sutherland
1 Wood Street
London EC2V 7WS
31 October 2017 | 14:00 – 19:00

Contact us


Keith Dalton
020 7618 3438

Kavita Brown
Commercial director
020 7618 3099

Shaun Weeks
Sales executive
020 7618 3073

Speaker & programme enquires

Rocio Sarriegui
Senior live content development manager
020 7618 3463

Event management

Natalie Richards
Head of events
020 7618 3062